1 at performance evaluation board recommendation to the award term official contract name contract...

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AT Performance Evaluation Board Recommendation to the Award Term Official

Contract NameContract Number

Award Term Period XXMonth Day, Year

Award Term Evaluation Template- Contractor Briefing 2

PEB ATO Template Components

Purpose Contract Overview Award Term Overview Overview of 6 months Mission/Performance

Areas of Emphasis *Technical Performance Evaluation

Metrics Subjective Performance

*Management Performance Evaluation *Safety Evaluation *Small Business Subcontracting Evaluation Cost Evaluation PEB Recommendation for Period XX

* Can also be arranged using Areas of Emphasis


Purpose

Provide overview of the Contractor’s performance for the 6 month period ending _________

Recommend an Adjective Rating and Numerical Score

Obtain ATO Adjective Rating and Numerical Score


Insert Contract Name

Contract Features Prime Contractor: Insert Contractor Name Key Subcontractors: Insert Subcontractor Name & Type Period of Performance: Contract Start Date – Contract

End Date Contract Type: Insert Contract Type Options: Insert Options & Value Terms: Insert Award Terms & Value

Contract Scope: Insert brief paragraph

Contract Work Breakdown Structure or Functional Areas


Work Breakdown Structure/Statement of Work

Insert Contract NameStatement of Work

1.0

2.0

3.0

6.0

1.1

1.2

1.3

1.4

1.5

1.6

2.2

3.1.1.1

6.1

6.2

6.3

6.4


Insert Contract Name

Award Term Period XX Summary Evaluation Period: Period Start Date – Period End Date

Award Term: Insert Date Of Potential Term

Value of Potential Term: Insert $Value of Potential Term


Award Term Process Overview

Evaluators/Surveillance Structure Performance Evaluation Board Members Areas of Emphasis for the Period Scoring Summary by Evaluation Factor, including

weightings


Evaluators/Surveillance Structure

COTR

Insert Name

TMR

Insert Name

TMR

Insert Name

TMR

Insert Name

TMR

Insert Name

Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility

TM

Insert Name

TM

Insert Name

Insert SOW Responsibility

TM

Insert Name

TMR

Insert Name




TM

Insert Name

Insert SOW Responsibility Insert SOW Responsibility

DCMA

Insert Name

Contracting Officer

Insert Name


TM

Per TO


Performance Evaluation Board Members

Performance Evaluation Board

Insert Name, Chair Insert Name Insert NameInsert Name Insert NameInsert Name Insert Name Insert Name Insert NameInsert Name Insert NameInsert Name

Award Term Official

Insert Name

PEB Integration Team

Insert Name, Chair (COTR)Insert Name (CO)Insert NameInsert NameInsert NameInsert Name

PEB Recorder

Insert Name


Areas of Emphasis for Period XX

Insert each Area of Emphasis for the period


Period XX Scoring Summary

Award Term Evaluation

Evaluation Element

Adjective Criteria Rating

Numerical Score X

Weight Score

A - Technical

B - Management

C- Safety

Cumulative Score

Cost Gate

Baseline CostAcutal Cost

Overrun/(Underrun)

Cost for Period XX

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Technical Performance Evaluation


Technical Evaluation - Metrics

Insert statement as to how the contract metrics were used in the evaluation.


Metrics - Example

WBS/ Number Title Org. OPR WeightingCurrent Status

Metric Score

Weighted Score

Program Management (X%) [5.0]4.0 G 100% 4.01.0 G 100% 1.0

Business Management (X%) [4.0]4.0 G 100% 4.0

Configuration Management/Data Integration (X%) [9]2.0 G 100% 2.02.0 G 100% 2.02.0 G 100% 2.01.5 G 100% 1.51.5 G 100% 1.5

Information Technology (X%) [12.5]4.5 G 100% 4.54.0 G 100% 4.04.0 G 100% 4.0

Systems Analysis and Integration (X%) [14]2.5 G 100% 2.52.0 G 100% 2.03.0 G 100% 3.03.5 G 100% 3.53.0 Y 75% 2.3

Safety and Mission Assurance (X%) [5.5]1.0 G 100% 1.01.0 G 100% 1.00.5 G 100% 0.51.0 G 100% 1.01.0 G 100% 1.01.0 G 100% 1.0

Total 50 49

IDIQ Metrics


Technical Evaluation – Subjective Write-ups

Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS

WEAKNESSES

16

Management Performance Evaluation


Management Evaluation – Subjective Write-ups

STRENGTHS

WEAKNESSES

18

Safety Evaluation


Safety & Health Requirements

Category Expectation Strengths Weaknesses

Leadership “Safety” is an integral part of great leadership – “leadership” is an integral

part of an effective safety & health program

Prevention You must have a S&H Program that meets the requirement of the JSC S&H

Handbook

(i.e. a pro-active, leadership and employee involvement based S&H

Program)

Reaction

(Trailing Indicators)

NOTE: Zero injuries/illnesses may only mean that you are either lucky

or under-reporting. Zero by itself has no meaning – it does have meaning, however, if there is a proactive S&H

Program

You are expected to achieve injury/illness rates below the industry average and to keep trying to reduce

them to zero

Issues Manage “issues” and implement appropriate risk mitigation/control and

corrective action.


Safety & Health Requirements OSHA Safety Summary

DATA THROUGH - 7/1/99 - 12/31/99 **Example**SIC CODE (from 1997) - 8711

MISHAP SUMMARIES CONTRACTOR RATING DOES NOT MEET MEETSTYPE A 0 MEETS greater than 1 0TYPE B 0 MEETS greater than 1 0TYPE C 2INCIDENT 5

COUNTS CONTRACTOR RATE HISTORY (3 Previous Years)LWDC - DAYS AWAY 2 LWDC Days Away LWDC D.A & R.D. OSHA RecordableLWDC - RESTRICTED 2 Year 3 1 2 4

LWDC - TOTAL 4 Year 2 0.9 1.8 3MED. TREAT. - TOTAL 3 Year 1 0.85 1.7 2.5

HOURS 500000 Avg (3 year) 0.91 1.8 3.2

PROPERTY DAMAGE CONTRACTOR# CASES 0DOLLARS $0.00

|---------------------------------------RATING CRITERIA--------------------------------------- |CONTRACTOR RATING DOES NOT MEET MEETS EXCEEDS

LWDC (Days Away Only)

INDUSTRIAL AVERAGE 0.90FREQUENCY RATE 0.80 DNM

LWDC (Days Away & Restricted)

INDUSTRIAL AVERAGE 1.70FREQUENCY RATE 1.60 MEETS

OSHA RECORDABLEINDUSTRIAL AVERAGE 6.00CONTRACTOR RATE 2.80 EXCEEDS

OSHA / EPA CONTRACTOR RATING DOES NOT MEET MEETS EXCEEDSVIOLATIONS 0 MEETS greater than or equal to 1 0 N/A

ADDITIONAL COMMENTS:

__6__ of ___6__ 288 Reports were submitted on-time.

50% below the Industrial Average

above the Industrial Average below the Industrial Average

above the Industrial Average below the Industrial Average50% below the Industrial

Average

50% to 25% of the Industrial Average

less than 25% of the Industrial Average

greater than 50% of the Industrial Average

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Small Business Subcontracting Evaluation


Small Business Subcontracting Goals

Category Goal Period X* Cum to Date

Strength/Meets/

Weakness

Small Business (SB) XX% XX% XX% S/M/W

Small Disadvantaged Business (SDB) XX% XX% XX% S/M/W

Woman-Owned Small Business (WOSB) XX% XX% XX% S/M/W

Hub-Zone Small Business XX% XX% XX% S/M/W

Veteran-Owned Small Business (VOSB) XX% XX% XX% S/M/W

Service Disabled VOSB (SDVO) XX% XX% XX% S/M/W

Historically Black Colleges or Universities (HBCU)

XX% XX% XX% S/M/W

Percentage of Total Contract Dollars

* - Use invoiced expenditures or SF 294 data


Small Business Subcontracting Goals

Insert Strengths for Mentor-Protégé Program or other means to promote small businesses

A summary of any extenuating circumstances should be provided.

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Cost Evaluation

25

Performance Based Contract Cost Evaluation with no EVMS


Variance Detail Chart

Cost Element Actual Baseline Variance $ Variance

Direct Labor

Materials/Equipment

Subcontractor

Other Direct Costs

Travel

Overhead

G&A $0

Total Cost (w/o fee) $0 $0 $0


Cost Summary & Write-up

Cost Summary :

Assessment:


PEB Recommendation for Period XX

Evaluation Factors/AOEs

Str

engt

hs

Wea

knes

ses

Rating

Wei

ghtin

g

Per

cent

ile S

core

Wei

ghte

d S

core

Performance, Compliance with S&H, and Subcontracting Goals X X XX XX XXCost (Cost Gate Met/Not met) XX

EXVGGOODSATPOOR/UNSATISFACTORY0 60 70 80 100%90

RECOMMENDED ADJECTIVE RATING = EXCELLENT

RECOMMENDED NUMERICAL SCORE = XX

XX%

1 at performance evaluation board recommendation to the award term official contract name contract...

Documents

evaluation factor

safety evaluation

contract nameaward term

date period end dateaward

summaryevaluation period

typeperiod of performance

contractors performance

period xxinsert