Proposed Fee Determination Official Meeting Presentation Template

1. Proposed Fee Determination Official Meeting Presentation Template Contractor Briefing December 13, 2004

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

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 • 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. 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 Template - Contractor Briefing

10. 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 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 Performance Evaluation Template - Contractor Briefing

13. Technical Performance Evaluation

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

15. Current Metric Weighted WBS/ Number Weighting Status Score Score Title Org. OPR [5.0] G 100% 4.0 111.1.01 4.0 G 100% 1.0 111.1.02 1.0 ) [4.0] G 100% 4.0 125.1.01 4.0 [9] G 100% 2.0 131.1.01 2.0 G 100% 2.0 131.1.02 2.0 G 100% 2.0 131.1.03 2.0 G 100% 1.5 131.1.04 1.5 G 100% 1.5 132.1.01 1.5 [12.5] G 100% 4.5 142.1.01 4.5 G 100% 4.0 142.1.02 4.0 G 100% 4.0 142.1.03 4.0 [14] G 100% 2.5 221.1.01 2.5 G 100% 2.0 221.1.02 2.0 G 100% 3.0 221.1.03 3.0 G 100% 3.5 222.1.01 3.5 Y 75% 2.3 223.1.01 3.0 [5.5] G 100% 1.0 616.1.01 1.0 G 100% 1.0 616.1.02 1.0 616.1.03 Metrics - Example Metrics G 100% 0.5 0.5 G 100% 1.0 618.1.01 1.0 G 100% 1.0 632.1.01 1.0 G 100% 1.0 635.1.01 1.0 Total 50 49 Performance Evaluation Template - Contractor Briefing

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

17. Management Performance Evaluation

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

19. Safety Evaluation

20. Safety & Health Requirements Performance Evaluation Template - Contractor Briefing

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

22. Small Business Subcontracting Evaluation

23. Small Business Subcontracting Goals Percentage of Total Contract Dollars Performance Evaluation Template - Contractor Briefing

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

25. Cost Evaluation

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 Evaluation Template - Contractor Briefing

28. Performance Based Contract Cost Evaluation with no EVMS

29. Variance Detail Chart Performance Evaluation Template - Contractor Briefing

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

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

32. 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/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. (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. 0 60 70 80 90 100% POOR/UNSATISFACTORY SAT GOOD VG EX 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 Template - Contractor Briefing