1 AT Performance Evaluation Board Recommendation to the Award Term Official Contract Name Contract Number Award Term Period XX Month 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 Name Statement of Work

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 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

Award Term Evaluation Template- Contractor Briefing 9 Performance Evaluation Board Members Performance Evaluation Board Insert Name, Chair Insert Name Insert Name Insert Name Insert Name Award Term Official Insert Name PEB Integration Team Insert Name, Chair (COTR) Insert Name (CO) Insert 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

12 Technical Performance Evaluation

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

Award Term Evaluation Template- Contractor Briefing 15 Technical Evaluation – Subjective Write-ups Identify Strengths in Evaluation Factor, WBS, or AOE order STRENGTHS WEAKNESSES

16 Management Performance Evaluation

Award Term Evaluation Template- Contractor Briefing 17 Management Evaluation – Subjective Write-ups STRENGTHS WEAKNESSES

18 Safety Evaluation

Award Term Evaluation Template- Contractor Briefing 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 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

21 Small Business Subcontracting Evaluation

Award Term Evaluation Template- Contractor Briefing 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

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.

24 Cost Evaluation

25 Performance Based Contract Cost Evaluation with no EVMS

Award Term Evaluation Template- Contractor Briefing 26 Variance Detail Chart

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 EXVGGOODSATPOOR/UNSATISFACTORY %90 RECOMMENDED ADJECTIVE RATING = EXCELLENT RECOMMENDED NUMERICAL SCORE = XX XX%