Definitions What is a Technical Evaluation? Assessment of a Contractor Proposal Direct Labor, Labor Mix/Skill Mix, ODC/Materials, Subcontracts, etc Essential to validate a fair and reasonable price Ensures the Contractor understands the proposal as the Government intended Ensures the Government understands the Contractor’s approach May drive changes to the requirement
Objectives Requirements Roles & Responsibilities Format Purpose Tools
Requirements When do you request a technical evaluation? Receive Proposal Request TE (Initial Review) Conduct Fact-finding Receive Revised Proposal Request revised TE Negotiate May need technical personnel to help clarify their position in negotiations Follow-up Documentation May need technical personnel to help write PNM, etc
Roles & Responsibilities Contracting Officer addresses R&R’s: Many Participants in a Technical Evaluation Requiring Activity or Program Management Office Contracting Office Price Analyst Expectation of a formal report from Requiring Office/Program Management
Format In your file Ensure request is detailed and specific to the action Don’t shortchange your request Ask general questions “Do you agree with the proposed labor mix?” Ask specific questions “Why are you proposing the worst case travel scenario when there is a minimum requirement of a 14 day notification of visiting personnel to the site?” Ask for a range
Purpose To negotiate the best deal for the Government CONS is not the leading expert in the technical areas Seasoned COs can be considered experts Need to see difference from the Government’s original expectations (ICE) – formal response required if proposal exceeds estimate by 20%
Tools Tools 50 CONS Guidebook 15 FAR 15.304 Evaluation factors & subfactors FAR 15.305 Proposal Evaluation
Conclusion Establish up front expectations for evaluations and proposals; both requiring activity and contractor will expect this Once known, they will write to what you need – you are training them Don’t be afraid to question the requiring activity/program management office It’s our job to understand the requirement and ask questions “beyond” Return technical evaluations when they do not meet your expectations Let the office know “why” you are returning it – what do you really need! Be professional in all you do!