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Description
Business Performance Evaluation Template document sample
Document Sample
Proposed Fee Determination Official Meeting
Presentation Template
Contractor Briefing
December 13, 2004
Performance Evaluation Board
Recommendation to the Fee Determination
Official
Contract Name
Contract Number
Award Fee Period XX
Month Day, Year
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
Performance Evaluation Template - Contractor Briefing 3
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
Performance 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 Term & Value
Contract Scope:
Insert brief paragraph
Contract Work Breakdown Structure or Functional Areas
Performance Evaluation Template - Contractor Briefing 5
Work Breakdown Structure/Statement of Work
Contract
Statement of Work
1.0 2.0 3.0 6.0
1.1 1.2 2.2 3.1.1.1 6.1 6.2
1.3 1.4 6.3 6.6
1.5 1.6
Performance Evaluation Template - Contractor Briefing 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
Performance Evaluation Template - Contractor Briefing 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
Performance Evaluation Template - Contractor Briefing 8
Evaluators/Surveillance Structure
COTR
Insert Name
Insert SOW Responsib ility
Contracting Officer DCMA
Insert Name Insert Name
TMR TMR TMR
Insert Name Insert Name Insert Name
Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility
TMR TMR
Insert Name Insert Name
Insert SOW Responsibility
TM TM TM TM TM
Insert Name Insert Name Insert Name Insert Name Per TO
Insert SOW Responsib ility Insert SOW Responsib ility Insert SOW Responsib ility Insert SOW Responsib ility
Insert SOW Responsib ility
Performance Evaluation Template - Contractor Briefing 9
Performance Evaluation Board Members
Fee Determination Official
Insert Name
Performance Evaluation Board
Insert Name, Chair
Insert Name Insert Name PEB Recorder
Insert Name Insert Name Insert Name
Insert Name Insert Name
Insert Name Insert Name
Insert Name Insert Name
Insert Name
PEB Integration Team
Insert Name, Chair (COTR)
Insert Name (CO)
Insert Name
Insert Name
Insert Name
Insert Name
Performance Evaluation Template - Contractor Briefing 10
Areas of Emphasis for Period XX
Insert each Area of Emphasis for the period
Performance Evaluation Template - Contractor Briefing 11
Period XX Scoring Summary
Adjective
Criteria Numerical Weight
Evaluation Element Rating Score X Score
A – Technical
including Safety
B – Management
including Small Business
C – Cost
Cumulative Score
Performance Evaluation Template - Contractor Briefing 12
Technical Performance Evaluation
Technical Evaluation - Metrics
Insert statement as to how the contract metrics were
used in the evaluation.
Performance Evaluation Template - Contractor Briefing 14
Metrics - Example
Metrics
Current Metric Weighted
WBS/ Number Title Org. OPR Weighting Status Score Score
[5.0]
111.1.01 4.0 G 100% 4.0
111.1.02 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% 2.0
131.1.02 2.0 G 100% 2.0
131.1.03 2.0 G 100% 2.0
131.1.04 1.5 G 100% 1.5
132.1.01 1.5 G 100% 1.5
[12.5]
142.1.01 4.5 G 100% 4.5
142.1.02 4.0 G 100% 4.0
142.1.03 4.0 G 100% 4.0
[14]
221.1.01 2.5 G 100% 2.5
221.1.02 2.0 G 100% 2.0
221.1.03 3.0 G 100% 3.0
222.1.01 3.5 G 100% 3.5
223.1.01 3.0 Y 75% 2.3
[5.5]
616.1.01 1.0 G 100% 1.0
616.1.02 1.0 G 100% 1.0
616.1.03 0.5 G 100% 0.5
618.1.01 1.0 G 100% 1.0
632.1.01 1.0 G 100% 1.0
635.1.01 1.0 G 100% 1.0
Total 50 49
Performance Evaluation Template - Contractor Briefing 15
Technical Evaluation – Subjective Write-ups
Identify Strengths in Evaluation Factor, WBS, or AOE order
STRENGTHS
WEAKNESSES
Performance Evaluation Template - Contractor Briefing 16
Management Performance Evaluation
Management Evaluation – Subjective Write-ups
STRENGTHS
WEAKNESSES
Performance Evaluation Template - Contractor Briefing 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)
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.
Performance Evaluation Template - Contractor Briefing 20
Safety & Health Requirements
OSHA Safety Summary
CONTRACTOR - Lockheed Martin (MSOC) ** NEW CONTRACT does not have a 3 year history
CONTRACT NUMBER- NAS 9-03056
DATA THROUGH - 1/1/04 to 6/30/04
SIC CODE (from 2002) - 8731 (873)
MISHAP SUMMARIES CONTRACTOR RATING DOES NOT MEET MEETS
TYPE A 0 MEETS greater than 1 0
TYPE B 0 MEETS greater than 1 0
TYPE C 0
INCIDENT 1
COUNTS CONTRACTOR RATE HISTORY ( 3 Previous Fiscal Years) **
LWDC - DAYS AWAY 0 LWDC - DAYS AWAY LWDC (DA & RWD) OSHA RECORDABLE
LWDC - RESTRICTED 0 2001 N/A N/A N/A
LWDC - TOTAL 0 2002 N/A N/A N/A
MED. TREAT. - TOTAL 1 2003 N/A N/A N/A
Illness 0 Avg ( 3 year) N/A N/A N/A
HOURS 517064
PROPERTY DAMAGE CONTRACTOR
COUNT 0
DOLLARS $0.00
CONTRACTOR RATING DOES NOT MEET MEETS EXCEEDS
LWDC (Days Away Only)
INDUSTRIAL AVERAGE * 0.6 greater than 50% of the 50% to 25% of the less than 25% of the
FREQUENCY RATE 0.0 EXCEEDS Industrial Average Industrial Average Industrial Average
LWDC (Days Away & Restricted)
INDUSTRIAL AVERAGE * 1.0 above the Industrial 50% below the Industrial
below the Industrial Average
FREQUENCY RATE 0.0 EXCEEDS Average Average
OSHA RECORDABLE
INDUSTRIAL AVERAGE * 2.3 above the Industrial 50% below the Industrial
below the Industrial Average
CONTRACTOR RATE 0.4 EXCEEDS Average Average
OSHA / EPA CONTRACTOR RATING DNM MEETS EXCEEDS
VIOLATIONS 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.
Performance Evaluation Template - Contractor Briefing 21
Small Business Subcontracting Evaluation
Small Business Subcontracting Goals
Percentage of Total Contract Dollars
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
Performance Evaluation Template - Contractor Briefing 23
Small Business Subcontracting Goals
Insert Strengths for Mentor-Protégé Program
achievements, if any
Performance Evaluation Template - Contractor Briefing 24
Cost Evaluation
Level-of-Effort Cost Evaluation – Example
COST EVALUATION PERIOD NO. X
Contract Baseline Actuals Delta
Rate Total Rate Total Rate Total
Hours
Cost Elements
Labor
Overhead/Fringe
Facilities
Travel
Training
OT Premium
Other
Subtotal
G&A
Subs
Material
Total
Grand Total
Less Maint & Travel
Subs Travel
G&A Travel
Evaluated Total
$0 $0 $0 0.00%
Performance Evaluation Template - Contractor Briefing 26
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).
Performance Evaluation Template - Contractor Briefing 27
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
Total Cost (w/o fee) $0
Performance Evaluation Template - Contractor Briefing 29
Cost Summary & Write-up
Cost Summary :
Assessment:
Performance Evaluation Template - Contractor Briefing 30
Performance Based Contract Cost Evaluation
Using Performance Measurement (EVM)
Example
Sample I PBC with EV Graph/Write-up
1. 2
Behind Schedule Ahead of Schedule
Monthly
FY start
Based on cum period CPI of ___
Per. end Contractor exhibited (outstanding,
highly effective, poor, etc) cost
Underspent
Per. cum.
1. 1 EOY est.
TCPI control
Example: Cost variance indicates
Prev. mo.
G ACWP was $300k (about 7%) less
CPI
1.0 S P I: 0. 994
than planned. This translates to
CPI: 0. 976 actual savings to the program that will
Proj. EOY be realized this year if current
Overspent
Y
0. 9 S P I: 1. 001 contractor performance is sustained.
CP I: 0.989
R TCPI
0. 8 0. 939
0. 8 0. 9 1.0 1.1 1.2
SPI 3. 7%
CPI cum: 0.973 CPI per: 1.049
(fictitious data – illustrative only)
Performance Evaluation Template - Contractor Briefing 32
Sample II PBC with EVM Graph
Monthly CPI
1.5
1
0.5
0
Jan Feb Mar April May Jun
> 1.0 Underspent
< 1.0 Overspent
Performance Evaluation Template - Contractor Briefing 33
PEB Recommendation for Period XX
0 60 70 80 90 100%
POOR/UNSATISFACTORY SAT GOOD VG EX
Management w/ Small Business X X XX XX XX
Cost X X XX XX XX
RECOMMENDED ADJECTIVE RATING = EXCELLENT
RECOMMENDED NUMERICAL SCORE = XX
.XX x $Y,YYY,YYY (available fee pool for the period) = $Z,ZZZ,ZZZ
Performance Evaluation Template - Contractor Briefing 34
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