**Reviewer name: (please print)**

#### CONTRACT REVIEW Insert date(s) of review here

**TECHNICAL EVALUATION SCORE SHEET (TESS)**

**RFP NIH-NIAID-insert solicitation ID**

**\"insert solicitation title here\"**

OFFEROR: **insert institution name & state (abbrev.) here**

PRINCIPAL INVESTIGATOR: **insert PI name & degree(s) here**

**\<** If submitting via Electronic Review (ER), [POST ONLY THE SECTION
BELOW THIS LINE]{.underline}**\>**

**[NOTE: The following sections must be customized for your RFP. All
text in red is instructional and should be replaced or
removed.]{.underline}**

**\*\*\*\*\*\*\*\*\*\*\*\*\*\*MANDATORY EVALUATION
CRITERIA\*\*\*\*\*\*\*\*\*\*\*\*\*\***

**Omit this section if the RFP/BAA does not specify Mandatory Evaluation
Criteria**

**for review by the panel.**

**Provide separate check boxes for each individual criterion and number
them sequentially. Cut and paste the exact language from the RFP/BAA
introductory paragraph. Maintain the identical capitalization, bolding,
etc. For example:**

[]{.mark}

**THE FOLLOWING MANDATORY EVALUATION CRITERIA ESTABLISH CONDITIONS THAT
MUST BE MET AT THE TIME OF RECEIPT OF ORIGINAL PROPOSAL BY THE
CONTRACTING OFFICER IN ORDER FOR THE PROPOSAL TO BE CONSIDERED FURTHER
FOR AWARD.**

**1. Evaluation Criterion #1**

\_\_\_MET \_\_\_NOT MET REASON:

**2. Evaluation Criterion #2**

\_\_\_MET \_\_\_NOT MET REASON:

**\*\*\*\*\*\*\*\*\*\*\*\*\*\*TECHNICAL EVALUATION
CRITERIA\*\*\*\*\*\*\*\*\*\*\*\*\*\***

**1. TECHNICAL APPROACH \[[for example\]]{.underline}**

**A. Insert first (subcriterion) title here. Cut/paste directly from the
RFP/BAA the first criterion/subcriterion under TECHNICAL APPROACH with
[exact]{.underline} RFP/BAA language.**

**MAXIMUM POINTS: Insert maximum point value for second (sub)criterion
from RFP/BAA**

**POINTS ASSIGNED: PRELIMINARY** \_\_\_\_\_ **FINAL (COMPLETE AT
MEETING) \_\_\_\_\_**

**STRENGTHS:**

**WEAKNESSES:**

**B. Insert second (subcriterion) title here. Cut/paste directly from
the RFP the second criterion/subcriterion under TECHNICAL APPROACH with
[exact]{.underline} RFP/BAA language. Otherwise, go directly to TEC #2,
below.**

**MAXIMUM POINTS: Insert maximum point value for second (sub)criterion
from RFP/BAA**

**POINTS ASSIGNED: PRELIMINARY** \_\_\_\_\_ **FINAL (COMPLETE AT
MEETING) \_\_\_\_\_**

**STRENGTHS:**

**WEAKNESSES:**

**Continue as required with letter designations of any other subcriteria
under TECHNICAL APPROACH. If letters are not used in the outline, do not
use them in the TESS, simply follow each TEC paragraph with the RFP/BAA-
listed point values, (MAXIMUM POINTS, POINTS ASSIGNED, STRENGTHS, AND
WEAKNESSES), as shown above.**

**2. MANAGEMENT AND PERSONNEL \[[for example]{.underline}\]**

**A. Insert first subcriterion title here. Cut/paste - directly from the
RFP the first criterion/ subcriterion under management and personnel
with [exact]{.underline} RFP/BAA language.**

**B. Insert second subcriterion title here, if required. Cut/paste -
directly from the RFP the second criterion/ subcriterion under
management and personnel, if applicable, with [exact]{.underline}
RFP/BAA language. Otherwise, go directly to technical evaluation
criterion #3, below**

**C. Insert third subcriterion title here, if required. Cut/paste
directly from the RFP the third criterion/ subcriterion under management
and personnel, if applicable, with [exact]{.underline} RFP/BAA language.
Otherwise, go directly to technical evaluation criterion #3, below**

**MAXIMUM POINTS: Insert maximum point value for second (sub)criterion
from RFP/BAA**

**POINTS ASSIGNED: PRELIMINARY** \_\_\_\_\_ **FINAL (COMPLETE AT
MEETING) \_\_\_\_\_**

**STRENGTHS:**

**WEAKNESSES:**

**3. FACILITIES AND RESOURCES \[[for example]{.underline}\]**

**A. Insert first subcriterion title here. Cut/paste directly from the
RFP/BAA the first criterion/ subcriterion under facilities and resources
with [exact]{.underline} RFP/BAA language.**

**B. Insert second subcriterion title here, if required. Cut/paste
directly from the RFP/BAA the second criterion/ subcriterion under
facilities and resources, if applicable, with [exact]{.underline}
RFP/BAA language. Otherwise, go directly to next technical evaluation
criterion, if any.**

**C. Insert third subcriterion title here, if required. Cut/paste
directly from the RFP/BAA the third criterion/ subcriterion under
facilities and resources, if applicable, with [exact]{.underline}
RFP/BAA language. Otherwise, go directly to next technical evaluation
criterion, if any.**

**MAXIMUM POINTS: Insert maximum point value for third (sub)criterion
from RFP/BAA**

**POINTS ASSIGNED: PRELIMINARY** \_\_\_\_\_ **FINAL (COMPLETE AT
MEETING) \_\_\_\_\_**

**STRENGTHS:**

**WEAKNESSES:**

**TECHNICAL EVALUATION SCORE SHEET (TESS)**

**SPECIAL ISSUES**

**(Discussed after Final Recommendation is made)**

**RFP 0X-0XX** **"insert solicitation title here"**

**OFFEROR:** **Insert offeror institution & state here**

**PRINCIPAL INVESTIGATOR:** **insert PI name & degree(s) here**

**[Section 1. Human Subjects or Human Material (organs, tissues, fluids,
data, records) obtained from Individually Identifiable Living
Human Subjects involved?]{.smallcaps}**

**\_\_\_\_** No (skip to next section)

\_\_\_\_Yes or potentially identifiable human subjects (answer all
questions below)

**[Protection from Research Risks]{.underline}** is: \_\_\_\_ Acceptable
\_\_\_\_Unacceptable

Reason for unacceptability (concerns):

**[Plan for Inclusion of Women]{.underline}** is: \_\_\_\_ Acceptable
\_\_\_\_ Unacceptable

Representation is: \_\_\_\_ Males and females \_\_\_\_ Only females
\_\_\_\_ Only males

Unknown as to gender

Reason for unacceptability:

**[Plan for Inclusion of Minorities]{.underline}** is:
\_\_\_\_Acceptable \_\_\_\_ Unacceptable

Representation is: [\_\_\_\_]{.underline} Only non-U.S. subjects
\_\_\_\_ Both U.S. minorities and non-minorities

\_\_\_Only U.S. minorities \_\_\_only U.S. non-minorities \_­­­\_Unknown as
to minority representation

Reason for unacceptability:

**[Plan for Inclusion of Children]{.underline}** is:
[\_\_\_\_]{.underline} Acceptable \_\_\_\_ Unacceptable

Representation is: \_\_\_ Both children and adults \_\_\_ Only children
\_\_\_ Only adults \_\_\_ Unknown

Reason for unacceptability:

**[Is a clinical trial (any phase) proposed?]{.smallcaps}** \_\_\_\_\_
No \_\_\_\_\_ Yes

If YES, **[Data and Safety Monitoring Plan/Board]{.underline}** is:
[\_\_\_\_]{.underline} Acceptable \_\_\_\_Unacceptable

Reason for unacceptability:

**[Section 2. Vertebrate Animals involved?]{.smallcaps}** \_\_\_\_ No
(skip to next section) \_\_\_\_ Yes

> **Animal Welfare Assurance (AWA) number** for EACH Institution
> performing animal studies documented? \_\_\_\_\_\_ Yes
> \_\_\_\_\_\_\_No
>
> **IACUC (or equivalent) approval** of ALL proposed animal studies
> documented?
>
> \_\_\_\_\_\_\_Yes \_\_\_\_\_\_\_No

**PHS Policy on Humane Care and Use of Laboratory Animals** acceptably
addressed?

\_\_\_\_\_\_\_ Yes \_\_\_\_\_\_\_No

Reason for unacceptability:

**[Section 3. Biological, Chemical, Radiation, or Other
Hazards:]{.smallcaps}**

Acceptably addressed? \_\_\_\_ Yes \_\_\_\_ No \_\_\_\_\_Not Applicable

Reason for unacceptability:

[**Section 4:** \_\_\_\_**Select Agent(s) and/or \_\_\_\_\_Recombinant
DNA involved? (Check as applicable)**]{.smallcaps}

Is use acceptably addressed? [\_\_\_\_]{.underline} Yes \_\_\_\_ No
\_\_\_\_\_Not Applicable

Reason for unacceptability:

**[Section 5: Data Sharing Plan]{.smallcaps}**

Acceptably addressed? [\_\_\_\_]{.underline} Yes \_\_\_\_ No

Reason for unacceptability:

**[Section 6: Model Organism Sharing Plan]{.smallcaps}**

Acceptably addressed? \_\_\_\_ Yes \_\_\_\_ No \_\_\_Not Applicable

Reason for unacceptability:

**BUDGET and OTHER COMMENTS / QUESTIONS:**

**\<** If submitting via Electronic Review (ER), [POST ONLY THE SECTION
ABOVE THIS LINE]{.underline}**\>**

**INDIVIDUAL TECHNICAL EVALUATION SUMMARY *[\[Use this recommendation
page if NO subcriteria are listed and delete the last page of the
template; If subcriteria are present, you may delete this page and use
the next (last) page of the template as your final recommendation
page\]]{.mark}***

**RFP [XX-XXX]{.mark}**

**["INSERT RFP TITLE HERE"]{.mark}**

OFFEROR: **Insert offeror institution & state here**

PRINCIPAL INVESTIGATOR: **insert PI name & degree(s) here**

**RECOMMENDATION**

**TO BE COMPLETED AFTER REVIEW DISCUSSION**

+---------------------------------------------------------------+------+
| **Score Summary: *(MODIFY THESE MAIN TITLES & INSERT POINTS   |      |
| ACCORDING TO YOUR RFP)***                                     |      |
|                                                               |      |
| 1\. **TECHNICAL APPROACH** (**\##**)                          |      |
| \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_                                |      |
|                                                               |      |
| 2\. **PERSONNEL AND MANAGEMENT** (**\##**)                    |      |
| \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_                                |      |
|                                                               |      |
| 3\. **FACILITIES AND RESOURCES** (**\##**)                    |      |
| \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_                                |      |
|                                                               |      |
| 4\. ***OTHER TECHNICAL EVAL CRITERIA*** (##)                  |      |
| \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_                                |      |
|                                                               |      |
| ***(If listed in RFP)***                                      |      |
|                                                               |      |
| **TOTAL** (**100**) \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_            |      |
|                                                               |      |
| **\_\_\_\_Acceptable proposal:** proposal contains no major   |      |
| deficiencies, is complete in itself, and no additional        |      |
| information is required for the reviewers to determine that   |      |
| the Offeror can fulfill the minimum requirements of the RFP,  |      |
| although additional information may be required for           |      |
| clarification.                                                |      |
+---------------------------------------------------------------+------+
| **\_\_\_\_Unacceptable proposal:** proposal contains          |      |
| deficiencies which are so substantive as to preclude any      |      |
| possibility of it being upgraded to a level that meets the    |      |
| minimum requirements of the RFP, except through major         |      |
| revisions and additions which would be tantamount to the      |      |
| submission of a new proposal.                                 |      |
+---------------------------------------------------------------+------+

[**Mandatory Technical Evaluation Criteria: \_\_\_**All criteria met at
this time \_\_\_Not all criteria met at this time. **(DELETE this
reference to Mandatory TEC if none are specified, or if they are not to
be evaluated by the review panel at the meeting.)**]{.mark}

**REVIEWER NAME** (please print)
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**SIGNATURE**
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
**DATE**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**INDIVIDUAL TECHNICAL EVALUATION SUMMARY *[\[Use this recommendation
page if subcriteria present -- otherwise delete and use previous
page\]]{.mark}***

**[Insert RFP \# and Title]{.mark}**

**OFFEROR: [Insert Offeror name and geographic location]{.mark}**

**PRINCIPAL INVESTIGATOR: [Insert PI's name and degree(s)]{.mark}**

**RECOMMENDATION**

TO BE COMPLETED AFTER REVIEW DISCUSSION

+-------------------------------------------+---+-------------+--------+
| [[Score Summary]{.underline}]{.smallcaps} |   |             |        |
| ***(MODIFY THESE MAIN TITLES & INSERT     |   |             |        |
| POINTS ACCORDING TO YOUR RFP)***          |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[Insert CRITERION 1: description        |   | []{.mark}   |        |
| [(insert maximum                          |   |             |        |
| weight)]{.smallcaps}]{.mark}**            |   |             |        |
+-------------------------------------------+---+-------------+--------+
| [1A. insert subcriteria (insert           |   | []{.mark}   |        |
| subcriteria weight)]{.mark}               |   |             |        |
+-------------------------------------------+---+-------------+--------+
| [1B. insert subcriteria (insert           |   | []{.mark}   |        |
| subcriteria weight)]{.mark}               |   |             |        |
+-------------------------------------------+---+-------------+--------+
| [1C. insert subcriteria (insert           |   | []{.mark}   |        |
| subcriteria weight)]{.mark}               |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[CRITERION 1 points]{.smallcaps}**      |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[Insert CRITERION 2: description        |   |             |        |
| [(insert maximum                          |   |             |        |
| weight)]{.smallcaps}]{.mark}**            |   |             |        |
+-------------------------------------------+---+-------------+--------+
| 2A. [insert subcriteria (insert           |   |             |        |
| subcriteria weight)]{.mark}               |   |             |        |
+-------------------------------------------+---+-------------+--------+
| > 2B. [insert subcriteria (insert         |   |             |        |
| > subcriteria weight)]{.mark}             |   |             |        |
+-------------------------------------------+---+-------------+--------+
| > 2C. [insert subcriteria (insert         |   |             |        |
| > subcriteria weight)]{.mark}             |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[CRITERION 2 points]{.smallcaps}**      |   |             |        |
+-------------------------------------------+---+-------------+--------+
|                                           |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[Insert CRITERION 3: description        |   |             |        |
| [(insert maximum                          |   |             |        |
| weight)]{.smallcaps}]{.mark}**            |   |             |        |
| **[CRITERION 3 points]{.smallcaps}**      |   |             |        |
+-------------------------------------------+---+-------------+--------+
|                                           |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[Insert CRITERION 4: description        |   |             |        |
| [(insert maximum                          |   |             |        |
| weight)]{.smallcaps}]{.mark} [CRITERION 4 |   |             |        |
| points]{.smallcaps}**                     |   |             |        |
+-------------------------------------------+---+-------------+--------+
|                                           |   |             |        |
+-------------------------------------------+---+-------------+--------+
| **[Total Points ([100 points              |   |             |        |
| maximum]{.mark})]{.smallcaps}**           |   |             |        |
+-------------------------------------------+---+-------------+--------+

**\_\_\_\_Acceptable proposal:** proposal contains no major
deficiencies, is complete in itself, and no additional information is
required for the reviewers to determine that the Offeror can fulfill the
minimum requirements of the RFP, although additional information may be
required for clarification.

**\_\_\_\_Unacceptable proposal:** proposal contains deficiencies which
are so substantive as to preclude any possibility of it being upgraded
to a level that meets the minimum requirements of the RFP, except
through major revisions and additions which would be tantamount to the
submission of a new proposal.

**REVIEWER NAME** (please print)
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**SIGNATURE**
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
**DATE**\_\_\_\_\_\_\_\_\_\_\_\_\_\_[\_\_]{.underline}