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

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

Performance Evaluation Template - Contractor Briefing 4 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 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

Performance Evaluation Template - Contractor Briefing 6 Work Breakdown Structure/Statement of Work

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

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

Performance Evaluation Template - Contractor Briefing 9 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

Performance Evaluation Template - Contractor Briefing 10 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

Performance Evaluation Template - Contractor Briefing 11 Areas of Emphasis for Period XX Insert each Area of Emphasis for the period

Performance Evaluation Template - Contractor Briefing 12 Period XX Scoring Summary Evaluation Element Adjective Criteria Rating Numerical ScoreX Weight Score A – Technical including Safety B – Management including Small Business C – Cost Cumulative Score

Technical Performance Evaluation

Performance Evaluation Template - Contractor Briefing 14 Technical Evaluation - Metrics Insert statement as to how the contract metrics were used in the evaluation.

Performance Evaluation Template - Contractor Briefing 15 Metrics - Example 0.5 G 100% G 100% G 100% G 100%1.0 Total5049 Metrics

Performance Evaluation Template - Contractor Briefing 16 Technical Evaluation – Subjective Write-ups Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS WEAKNESSES

Management Performance Evaluation

Performance Evaluation Template - Contractor Briefing 18 Management Evaluation – Subjective Write-ups STRENGTHS WEAKNESSES

Safety Evaluation

Performance Evaluation Template - Contractor Briefing 20 Safety & Health Requirements CategoryExpectationStrengthsWeaknesses Leadership“Safety” is an integral part of great leadership – “leadership” is an integral part of an effective safety & health program PreventionYou 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) MetricsYou are expected to achieve injury/illness rates below the industry average and to keep trying to reduce them to zero IssuesManage “issues” and implement appropriate risk mitigation/control and corrective action.

Performance Evaluation Template - Contractor Briefing 21 Safety & Health Requirements OSHA Safety Summary

Small Business Subcontracting Evaluation

Performance Evaluation Template - Contractor Briefing 23 Small Business Subcontracting Goals CategoryGoalPeriod XCum to Date Small Business (SB)XX% Strength Small Disadvantaged Business (SDB)XX% Strength Woman-Owned Small Business (WOSB)XX% Strength Hub-Zone Small BusinessXX% Strength Veteran-Owned Small Business (VOSB)XX% Strength Service Disabled VOSB (SDVO)XX% Strength Historically Black Colleges or Universities (HBCU)XX% Weakness Percentage of Total Contract Dollars

Performance Evaluation Template - Contractor Briefing 24 Small Business Subcontracting Goals Insert Strengths for Mentor-Protégé Program achievements, if any

Cost Evaluation

Performance Evaluation Template - Contractor Briefing 26 Level-of-Effort Cost Evaluation – Example

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).

Performance Based Contract Cost Evaluation with no EVMS

Performance Evaluation Template - Contractor Briefing 29 Variance Detail Chart

Performance Evaluation Template - Contractor Briefing 30 Cost Summary & Write-up Cost Summary : Assessment:

Performance Based Contract Cost Evaluation Using Performance Measurement (EVM) Example

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: 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 : (fictitious data – illustrative only)

Performance Evaluation Template - Contractor Briefing 33 Sample II PBC with EVM Graph > 1.0 Underspent < 1.0 Overspent

Performance Evaluation Template - Contractor Briefing 34 PEB Recommendation for Period XX EXVGGOODSATPOOR/UNSATISFACTORY %90 RECOMMENDED ADJECTIVE RATING = EXCELLENT RECOMMENDED NUMERICAL SCORE = XX.XX x $Y,YYY,YYY (available fee pool for the period) = $Z,ZZZ,ZZZ