Performance Evaluation Board Recommendation to the Fee Determination Official

1. Performance Evaluation Board Recommendation to theFee Determination Official Contract Name Contract Number Award Fee Period XX Month Day, Year

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 Performance Evaluation Guidance - Sensitive Predecisional Data

3. 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 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 Performance Evaluation Guidance - Sensitive Predecisional Data

5. Work Breakdown Structure/Statement of Work Insert Contract NameStatement of Work 1.0 2.0 3.0 6.0 1.1 1.2 2.2 6.1 6.2 3.1.1.1 1.3 1.4 6.3 6.4 1.5 1.6 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 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 Performance Evaluation Guidance - Sensitive Predecisional Data

8. COTR Insert Name Insert SOW Responsibility 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 Per TO Insert Name Insert Name Insert Name Insert Name Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility Insert SOW Responsibility Evaluators/Surveillance Structure Performance Evaluation Guidance - Sensitive Predecisional Data

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

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

11. Period XX Scoring Summary Performance Evaluation Guidance - Sensitive Predecisional Data

12. Technical Performance Evaluation

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

14. IDIQ Metrics Current Metric Weighted WBS/ Number Weighting Status Score Score Title Org. OPR Program Management (X%) [5.0] G 100% 4.0 4.0 G 100% 1.0 1.0 Business Management (X%) [4.0] G 100% 4.0 4.0 Configuration Management/Data Integration (X%) [9] G 100% 2.0 2.0 G 100% 2.0 2.0 G 100% 2.0 2.0 G 100% 1.5 1.5 G 100% 1.5 1.5 Information Technology (X%) [12.5] G 100% 4.5 4.5 G 100% 4.0 4.0 G 100% 4.0 4.0 Systems Analysis and Integration (X%) [14] G 100% 2.5 2.5 G 100% 2.0 2.0 G 100% 3.0 3.0 G 100% 3.5 3.5 Y 75% 2.3 3.0 Safety and Mission Assurance (X%) [5.5] G 100% 1.0 1.0 G 100% 1.0 1.0 G 100% 0.5 0.5 G 100% 1.0 1.0 G 100% 1.0 1.0 G 100% 1.0 1.0 Total 50 49 Metrics - Example Performance Evaluation Guidance - Sensitive Predecisional Data

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

16. Management Performance Evaluation

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

18. Safety Evaluation

19. Safety & Health Requirements Performance Evaluation Guidance - Sensitive Predecisional Data

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

21. Small Business Subcontracting Evaluation

22. Small Business Subcontracting Goals Percentage of Total Contract Dollars * - Use invoiced expenditures or SF 294 data 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. Performance Evaluation Guidance - Sensitive Predecisional Data

24. Cost Evaluation

25. Level-of-Effort Cost Evaluation – Example 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 contractor’s control and contractor’s overall performance based on total cost (cost per hour for hours delivered). Performance Evaluation Guidance - Sensitive Predecisional Data

27. Performance Based Contract Cost Evaluation with no EVMS

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

29. Cost Summary & Write-up Summary : • The Contractor’s 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 Performance Evaluation Guidance - Sensitive Predecisional Data

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

31. Monthly FY start Per. end Per. cum. EOY est. TCPI 1.2 1.1 1.0 0.9 0.8 Behind Schedule Ahead of Schedule G Prev. mo. CPI SPI:0.994 CPI:0.976 SPI:1.001 CPI:0.989 Overspent Underspent Y Proj.EOY R TCPI 0.939 3.7% 0.8 0.9 1.0 1.1 1.2 SPI • CPIcum: 0.973 CPIper: 1.049 Sample I PBC with EV Graph with Write-up • Based on cum period CPI of 1.049 • 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. Performance Evaluation Guidance - Sensitive Predecisional Data

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

33. 0 60 70 80 90 100% POOR/UNSATISFACTORY SAT GOOD VG EX XX% RECOMMENDED ADJECTIVE RATING = EXCELLENT RECOMMENDED NUMERICAL SCORE = XX PEB Recommendation for Period XX .XX x $Y,YYY,YYY (available fee pool for the period) = $Z,ZZZ,ZZZ Performance Evaluation Guidance - Sensitive Predecisional Data

34. FDO Presentation Back-up

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

36. Historical Performance Comparison Performance Evaluation Guidance - Sensitive Predecisional Data