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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
Award Term Evaluation Template- Contractor Briefing 3
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
Award Term Evaluation Template- Contractor Briefing 4
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
Award Term Evaluation Template- Contractor Briefing 5
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
Award Term Evaluation Template- Contractor Briefing 6
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 Evaluation Template- Contractor Briefing 7
Award Term Process Overview
Evaluators/Surveillance Structure Performance Evaluation Board Members Areas of Emphasis for the Period Scoring Summary by Evaluation Factor, including
weightings
Award Term Evaluation Template- Contractor Briefing 8
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
Insert SOW Responsibility
Insert SOW Responsibility
Insert SOW Responsibility
TM
Insert Name
Insert SOW Responsibility Insert SOW Responsibility
DCMA
Insert Name
Contracting Officer
Insert Name
Insert SOW Responsibility
TM
Per TO
Award Term Evaluation Template- Contractor Briefing 9
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
Award Term Evaluation Template- Contractor Briefing 10
Areas of Emphasis for Period XX
Insert each Area of Emphasis for the period
Award Term Evaluation Template- Contractor Briefing 11
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
Award Term Evaluation Template- Contractor Briefing 13
Technical Evaluation - Metrics
Insert statement as to how the contract metrics were used in the evaluation.
Award Term Evaluation Template- Contractor Briefing 14
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
Award Term Evaluation Template- Contractor Briefing 15
Technical Evaluation – Subjective Write-ups
Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS
WEAKNESSES
Award Term Evaluation Template- Contractor Briefing 17
Management Evaluation – Subjective Write-ups
STRENGTHS
WEAKNESSES
Award Term Evaluation Template- Contractor Briefing 19
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.
Award Term Evaluation Template- Contractor Briefing 20
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
Award Term Evaluation Template- Contractor Briefing 22
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
Award Term Evaluation Template- Contractor Briefing 23
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.
Award Term Evaluation Template- Contractor Briefing 26
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
Award Term Evaluation Template- Contractor Briefing 27
Cost Summary & Write-up
Cost Summary :
Assessment:
Award Term Evaluation Template- Contractor Briefing 28
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%