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Proposed Fee Determination Official Meeting Presentation Template
Contractor Briefing December 13, 2004
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Performance Evaluation Board Recommendation to the Fee Determination Official
Contract NameContract Number
Award Fee Period XXMonth Day, Year
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Performance Evaluation Template - Contractor Briefing 3
PEB/FDO Template Components
Purpose Contract Overview Award Fee 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 Back Up Information * Can also be arranged using Areas of Emphasis
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Performance Evaluation Template - Contractor Briefing 4
Purpose
Purpose Provide overview of the Contractor’s performance for
the 6-month period ending _________ Recommend an Adjective Rating and Numerical Score Assure communications and understanding of the
award fee criteria between the Government and Contractor
Obtain FDO Adjective Rating and Numerical Score
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Performance Evaluation Template - Contractor Briefing 5
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 Term & Value
Contract Scope: Insert brief paragraph
Contract Work Breakdown Structure or Functional Areas
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Performance Evaluation Template - Contractor Briefing 6
Work Breakdown Structure/Statement of Work
1.1 1.2
1.3 1.4
1.5 1.6
1.0
2.2
2.0
3.1.1 .1
3.0
6.1 6.2
6.3 6.6
6.0
ContractStatem ent of W ork
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Performance Evaluation Template - Contractor Briefing 7
Insert Contract Name
Award Fee Period XX Summary Evaluation Period: Period Start Date – Period End Date
Maximum Award Fee Value: Insert Max Available Award Fee for Period
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Performance Evaluation Template - Contractor Briefing 8
Award Fee Process Overview
Evaluators/Surveillance Structure Performance Evaluation Board Members Areas of Emphasis for the Period Scoring Summary by Evaluation Factor, including
weightings
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Performance Evaluation Template - Contractor Briefing 9
Evaluators/Surveillance StructureCOTR
Insert Name
TMRInsert Name
TMRInsert Name
TMRInsert Name
TMRInsert Name
Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility
TM
Insert Name
TM
Insert Name
Insert SOW Responsibility
TM
Insert Name
TMRInsert Name
Insert SOW Responsibility
Insert SOW Responsibility
Insert SOW Responsibility
TM
Insert NameInsert SOW Responsibility Insert SOW Responsibility
DCMAInsert Name
Contracting OfficerInsert Name
Insert SOW Responsibility
TM
Per TO
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Performance Evaluation Template - Contractor Briefing 10
Performance Evaluation Board Members
Performance Evaluation BoardInsert Name, Chair
Insert Name Insert NameInsert Name Insert NameInsert Name Insert Name Insert Name Insert NameInsert Name Insert NameInsert Name
Fee Determination OfficialInsert Name
PEB Integration TeamInsert Name, Chair (COTR)
Insert Name (CO)Insert NameInsert NameInsert NameInsert Name
PEB RecorderInsert Name
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Performance Evaluation Template - Contractor Briefing 11
Areas of Emphasis for Period XX
Insert each Area of Emphasis for the period
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Performance Evaluation Template - Contractor Briefing 12
Period XX Scoring Summary
Evaluation Element
AdjectiveCriteriaRating
Numerical
Score XWeightScore
A – Technical including Safety
B – Managementincluding Small Business
C – Cost
Cumulative Score
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Technical Performance Evaluation
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Performance Evaluation Template - Contractor Briefing 14
Technical Evaluation - Metrics
Insert statement as to how the contract metrics were used in the evaluation.
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Performance Evaluation Template - Contractor Briefing 15
Metrics - Example
WBS/ Number Title Org. OPR WeightingCurrent Status
Metric Score
Weighted Score
[5.0]111.1.01 4.0 G 100% 4.0111.1.02 1.0 G 100% 1.0
) [4.0]125.1.01 4.0 G 100% 4.0
[9]131.1.01 2.0 G 100% 2.0131.1.02 2.0 G 100% 2.0131.1.03 2.0 G 100% 2.0131.1.04 1.5 G 100% 1.5132.1.01 1.5 G 100% 1.5
[12.5]142.1.01 4.5 G 100% 4.5142.1.02 4.0 G 100% 4.0142.1.03 4.0 G 100% 4.0
[14]221.1.01 2.5 G 100% 2.5221.1.02 2.0 G 100% 2.0221.1.03 3.0 G 100% 3.0222.1.01 3.5 G 100% 3.5223.1.01 3.0 Y 75% 2.3
[5.5]616.1.01 1.0 G 100% 1.0616.1.02 1.0 G 100% 1.0616.1.03 0.5 G 100% 0.5618.1.01 1.0 G 100% 1.0632.1.01 1.0 G 100% 1.0635.1.01 1.0 G 100% 1.0
Total 50 49
Metrics
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Performance Evaluation Template - Contractor Briefing 16
Technical Evaluation – Subjective Write-ups
Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS
WEAKNESSES
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Management Performance Evaluation
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Performance Evaluation Template - Contractor Briefing 18
Management Evaluation – Subjective Write-ups
STRENGTHS
WEAKNESSES
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Safety Evaluation
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Performance Evaluation Template - Contractor Briefing 20
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)
Metrics 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.
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Performance Evaluation Template - Contractor Briefing 21
Safety & Health Requirements OSHA Safety Summary
CONTRACTOR - Lockheed Martin (MSOC) ** NEW CONTRACT does not have a 3 year historyCONTRACT NUMBER- NAS 9-03056
DATA THROUGH - 1/ 1/ 04 to 6/ 30/ 04SIC CODE (from 2002) - 8731 (873)
MISHAP SUMMARIES CONTRACTOR RATING DOES NOT MEET MEETSTYPE A 0 MEETS greater than 1 0TYPE B 0 MEETS greater than 1 0TYPE C 0INCIDENT 1
COUNTS CONTRACTORLWDC - DAYS AWAY 0 LWDC - DAYS AWAY LWDC (DA & RWD) OSHA RECORDABLELWDC - RESTRICTED 0 2001 N/A N/A N/A
LWDC - TOTAL 0 2002 N/A N/A N/AMED. TREAT. - TOTAL 1 2003 N/A N/A N/AI llness 0 Avg ( 3 year) N/A N/A N/A
HOURS 517064
PROPERTY DAMAGE CONTRACTORCOUNT 0DOLLARS $0.00
CONTRACTOR RATING DOES NOT MEET MEETS EXCEEDSLWDC (Days Away Only)
INDUSTRIAL AVERAGE * 0.6FREQUENCY RATE 0.0 EXCEEDS
LWDC (Days Away & Restricted)INDUSTRIAL AVERAGE * 1.0FREQUENCY RATE 0.0 EXCEEDS
OSHA RECORDABLEINDUSTRIAL AVERAGE * 2.3CONTRACTOR RATE 0.4 EXCEEDS
OSHA / EPA CONTRACTOR RATING DNM MEETS EXCEEDSVIOLATIONS 0 MEETS greater than or equal to 1 0 N/A
Additional Comments:
6 OF 6 288 Reports were sumitted on time. TRUE Data Submitted was regularly accurate.
below the Industrial Average 50% below the Industrial Average
RATE HISTORY ( 3 Previous Fiscal Years) **
above the Industrial Average below the Industrial Average 50% below the Industrial
Average
greater than 50% of the Industrial Average
50% to 25% of the Industrial Average
less than 25% of the Industrial Average
above the Industrial Average
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Small Business Subcontracting Evaluation
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Performance Evaluation Template - Contractor Briefing 23
Small Business Subcontracting Goals
Category Goal Period X Cum to Date
Small Business (SB) XX% XX% XX% Strength
Small Disadvantaged Business (SDB) XX% XX% XX% Strength
Woman-Owned Small Business (WOSB) XX% XX% XX% Strength
Hub-Zone Small Business XX% XX% XX% Strength
Veteran-Owned Small Business (VOSB) XX% XX% XX% Strength
Service Disabled VOSB (SDVO) XX% XX% XX% Strength
Historically Black Colleges or Universities (HBCU) XX% XX% XX% Weakness
Percentage of Total Contract Dollars
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Performance Evaluation Template - Contractor Briefing 24
Small Business Subcontracting Goals
Insert Strengths for Mentor-Protégé Program achievements, if any
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Cost Evaluation
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Performance Evaluation Template - Contractor Briefing 26
Level-of-Effort Cost Evaluation – Example
Rate Total Rate Total Rate Total
Hours
Cost ElementsLabor Overhead/FringeFacilitiesTravelTrainingOT PremiumOther
SubtotalG&ASubsMaterial
Total
Grand TotalLess Maint & TravelSubs TravelG&A Travel Evaluated Total
$0 $0 $0 0.00%
COST EVALUATION PERIOD NO. X
Contract Baseline Actuals Delta
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Performance Evaluation Template - Contractor Briefing 27
Level-of-Effort Cost Analysis – Example
Variances: Labor Dollars: Facilities: OT Premium: Wrap Rate:
Narrative would address which variances considered within contractor’s control and contractor’s overall performance based on total cost (cost per hour for hours delivered).
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Performance Based Contract Cost Evaluation with no EVMS
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Performance Evaluation Template - Contractor Briefing 29
Variance Detail Chart
Cost Element Actual Baseline Variance $ Variance
Direct Labor
Materials/Equipment
Subcontractor
Other Direct Costs
Travel
Overhead
G&A
Total Cost (w/o fee) $0
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Performance Evaluation Template - Contractor Briefing 30
Cost Summary & Write-up
Cost Summary :
Assessment:
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Performance Based Contract Cost Evaluation Using Performance Measurement (EVM)
Example
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Performance Evaluation Template - Contractor Briefing 32
Sample I PBC with EV Graph/Write-up
Based on cum period CPI of ___ Contractor exhibited
(outstanding, highly effective, poor, etc) cost control
Example: Cost variance indicates ACWP was $300k (about 7%) less than planned. This translates to actual savings to the program that will be realized this year if current contractor performance is sustained.
SPI: 0.994CPI: 0.976
SPI: 1.001CPI: 0.989
G
Y
R
1.2
1.1
1.0
0.9
0.80.8 0.9 1.0 1.1 1.2
CPI
SPI
Prev. mo.
Proj. EOY
Monthly FY start Per. end Per. cum. EOY est. TCPI
TCPI0.9393.7%
Behind Schedule Ahead of Schedule
Ove
rspe
nt
Und
ersp
ent
CPIcum: 0.973 CPIper: 1.049
(fictitious data – illustrative only)
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Performance Evaluation Template - Contractor Briefing 33
Sample II PBC with EVM Graph
Monthly CPI
0
0.5
1
1.5
Jan Feb Mar April May Jun
> 1.0 Underspent< 1.0 Overspent
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Performance Evaluation Template - Contractor Briefing 34
PEB Recommendation for Period XX
Management w/ Small Business X X XX XX XXCost X X XX XX XX
EXVGGOODSATPOOR/UNSATISFACTORY0 60 70 80 100%90
RECOMMENDED ADJECTIVE RATING = EXCELLENT
RECOMMENDED NUMERICAL SCORE = XX
.XX x $Y,YYY,YYY (available fee pool for the period) = $Z,ZZZ,ZZZ