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50 th Contracting Squadron. Technical Reviews. Overview. Introduction Definitions Objectives Explanation of Objectives Demonstration/Application Conclusion Evaluation/Quiz. Definitions. What is a Technical Evaluation? Assessment of a Contractor Proposal
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50th Contracting Squadron Technical Reviews
Overview • Introduction • Definitions • Objectives • Explanation of Objectives • Demonstration/Application • Conclusion • Evaluation/Quiz
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!
Quiz Closed book, closed note, closed neighbor! • 70% minimum passing score