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Performance Evaluation Guidance - Sensitive Predecisional Data 1 Performance Evaluation Board Recommendation to the Fee Determination Official Contract.

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Presentation on theme: "Performance Evaluation Guidance - Sensitive Predecisional Data 1 Performance Evaluation Board Recommendation to the Fee Determination Official Contract."— Presentation transcript:

1 Performance Evaluation Guidance - Sensitive Predecisional Data 1 Performance Evaluation Board Recommendation to the Fee Determination Official Contract Name Contract Number Award Fee Period XX Month Day, Year

2 Performance Evaluation Guidance - Sensitive Predecisional Data 2 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

3 Performance Evaluation Guidance - Sensitive Predecisional Data 3 Purpose Provide overview of the Contractors 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

4 Performance Evaluation Guidance - Sensitive Predecisional Data 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 Term & Value Contract Scope: Insert brief paragraph Contract Work Breakdown Structure or Functional Areas

5 Performance Evaluation Guidance - Sensitive Predecisional Data 5 Work Breakdown Structure/Statement of Work Insert Contract Name Statement of Work

6 Performance Evaluation Guidance - Sensitive Predecisional Data 6 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

7 Performance Evaluation Guidance - Sensitive Predecisional Data 7 Award Fee Process Overview Evaluators/Surveillance Structure Performance Evaluation Board Members Areas of Emphasis for the Period Scoring Summary by Evaluation Factor, including weightings

8 Performance Evaluation Guidance - Sensitive Predecisional Data 8 Evaluators/Surveillance Structure COTR Insert Name TMR Insert Name TMR Insert Name TMR Insert Name TMR Insert Name Insert SOW Responsibility TM Insert Name TM Insert Name Insert SOW Responsibility TM Insert Name TMR Insert Name Insert SOW Responsibility TM Insert Name Insert SOW Responsibility DCMA Insert Name Contracting Officer Insert Name Insert SOW Responsibility TM Per TO

9 Performance Evaluation Guidance - Sensitive Predecisional Data 9 Performance Evaluation Board Members Performance Evaluation Board Insert Name, Chair Insert Name Insert Name Insert Name Insert Name Fee Determination Official Insert Name PEB Integration Team Insert Name, Chair (COTR) Insert Name (CO) Insert Name PEB Recorder Insert Name

10 Performance Evaluation Guidance - Sensitive Predecisional Data 10 Areas of Emphasis for Period XX Insert each Area of Emphasis for the period

11 Performance Evaluation Guidance - Sensitive Predecisional Data 11 Period XX Scoring Summary Evaluation Element Adjective Criteria Rating Numerical ScoreX Weight Score A – Technical 1. Safety B – Management 1. Small Business C. Cost Cumulative Score

12 Performance Evaluation Guidance - Sensitive Predecisional Data 12 Technical Performance Evaluation

13 Performance Evaluation Guidance - Sensitive Predecisional Data 13 Technical Evaluation - Metrics Insert statement as to how the contract metrics were used in the evaluation.

14 Performance Evaluation Guidance - Sensitive Predecisional Data 14 Metrics - Example

15 Performance Evaluation Guidance - Sensitive Predecisional Data 15 Technical Evaluation – Subjective Write-ups Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS WEAKNESSES

16 Performance Evaluation Guidance - Sensitive Predecisional Data 16 Management Performance Evaluation

17 Performance Evaluation Guidance - Sensitive Predecisional Data 17 Management Evaluation – Subjective Write-ups STRENGTHS WEAKNESSES

18 Performance Evaluation Guidance - Sensitive Predecisional Data 18 Safety Evaluation

19 Performance Evaluation Guidance - Sensitive Predecisional Data 19 Safety & Health Requirements CategoryExpectationStrengthsWeaknesses Leadership Safety is an integral part of great leadership – leadership is an integral part of an effective safety & health program Provided by S&MA TMR and COTR 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) Provided by S&MA TMR and COTR 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 Provided by NS - based on metrics as compared to industry averages and other metric factors (e.g. type A mishaps) Issues Manage issues and implement appropriate risk mitigation/control and corrective action. Provided by S&MA TMR and COTR

20 Performance Evaluation Guidance - Sensitive Predecisional Data 20 Safety & Health Requirements OSHA Safety Summary

21 Performance Evaluation Guidance - Sensitive Predecisional Data 21 Small Business Subcontracting Evaluation

22 Performance Evaluation Guidance - Sensitive Predecisional Data 22 Small Business Subcontracting Goals CategoryGoalPeriod X*Cum to Date Strength/ Meets/ Weakness Small Business (SB)XX% S/M/W Small Disadvantaged Business (SDB)XX% S/M/W Woman-Owned Small Business (WOSB)XX% S/M/W Hub-Zone Small BusinessXX% S/M/W Veteran-Owned Small Business (VOSB)XX% S/M/W Service Disabled VOSB (SDVO)XX% S/M/W Historically Black Colleges or Universities (HBCU)XX% S/M/W Percentage of Total Contract Dollars * - Use invoiced expenditures or SF 294 data

23 Performance Evaluation Guidance - Sensitive Predecisional Data 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.

24 Performance Evaluation Guidance - Sensitive Predecisional Data 24 Cost Evaluation

25 Performance Evaluation Guidance - Sensitive Predecisional Data 25 Level-of-Effort Cost Evaluation – Example

26 Performance Evaluation Guidance - Sensitive Predecisional Data 26 Level-of-Effort Cost Analysis – Example Variances: Labor Dollars: Facilities: OT Premium: Wrap Rate: Narrative would address which variances considered within contractors control and contractors overall performance based on total cost (cost per hour for hours delivered).

27 Performance Evaluation Guidance - Sensitive Predecisional Data 27 Performance Based Contract Cost Evaluation with no EVMS

28 Performance Evaluation Guidance - Sensitive Predecisional Data 28 Variance Detail Chart

29 Performance Evaluation Guidance - Sensitive Predecisional Data 29 Cost Summary & Write-up Summary : The Contractors actual cost for this 6-month period was under the negotiated contract baseline by xx%. Underrun experienced in direct labor, materials/equipment, other direct costs, and G&A costs. Overrun experienced in subcontract costs, travel costs, and overhead costs. Assessment: Contractor was able to keep costs in check while performing at a high quality level meeting all critical schedules. Factors to consider: A majority of the overruns in the cost elements were NASA-driven. Subcontract costs and overhead were the significant overruns. They were the result of work done that was not specifically included in the baseline. Underruns were the result of contractor efficiencies and deferral of ISS purchases Recommended Score:XX

30 Performance Evaluation Guidance - Sensitive Predecisional Data 30 Performance Based Contract Cost Evaluation Using Performance Measurement (EVM) Example

31 Performance Evaluation Guidance - Sensitive Predecisional Data 31 Sample I PBC with EV Graph with Write-up Based on cum period CPI of Excellent – Initial grade: 100 Contractor exhibited outstanding cost control 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: CPI: SPI: CPI: G Y R CPI SPI Prev. mo. Proj. EOY Monthly FY start Per. end Per. cum. EOY est. TCPI % Behind Schedule Ahead of Schedule Overspent Underspent CPI cum : CPI per : 1.049

32 Performance Evaluation Guidance - Sensitive Predecisional Data 32 Example of PBC with EV Graph (CPI only) > 1.0 Underspent < 1.0 Overspent

33 Performance Evaluation Guidance - Sensitive Predecisional Data 33 PEB Recommendation for Period XX EXVGGOODSATPOOR/UNSATISFACTORY %90 XX% RECOMMENDED ADJECTIVE RATING = EXCELLENT RECOMMENDED NUMERICAL SCORE = XX.XX x $Y,YYY,YYY (available fee pool for the period) = $Z,ZZZ,ZZZ

34 Performance Evaluation Guidance - Sensitive Predecisional Data 34 FDO Presentation Back-up

35 Performance Evaluation Guidance - Sensitive Predecisional Data 35 Award Fee Pool for Period XX

36 Performance Evaluation Guidance - Sensitive Predecisional Data 36 Historical Performance Comparison Award Fee Period Quality Business Management Safety SB Goals Program Provisioning PEB Recommended Score FDO Final Score


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