# Presentation: 569599

## AT Performance Evaluation Board Recommendation to the Award Term Official

_*Contract Name*_
_*Contract Number*_
- Award Term Period _*XX*_
_*Month Day, Year*_

**Notes:**
Purpose of this Template is to provide a suggested format for FDO determinations to the JSC Deputy Center Director.

## 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

**Notes:**
For the most part, all of these areas should be covered under the award fee evaluation if applicable under the contract.

## 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

## 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

## Work Breakdown Structure/Statement of Work

_*Insert Contract Name*_Statement of Work

- 1.0

- 2.0

- 3.0

- 6.0

- 1.1

- 1.2

- 1.3

- 1.4

- 1.5

- 1.6

- 2.2

- 3.1.1.1

- 6.1

- 6.2

- 6.3

- 6.4

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
An example of a WBS for an ISS contract. A chart outlining the functional areas could also be provided in lieu

## 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

## 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

## Evaluators/Surveillance Structure

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
Evaluators for each area is nice data to be shown if it can be depicted in one chart.

## Performance Evaluation Board Members

**Performance Evaluation Board**

_***Insert Name***_**, Chair **
_*Insert Name*_	 _*Insert Name*_
_*Insert Name*_ 	 _*Insert Name*_
_*Insert Name*_ 	 _*Insert Name*_  _*Insert Name*_ 	 _*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*_
_*Insert Name*_
_*Insert Name*_
_*Insert Name*_

**PEB Recorder**

_*Insert Name*_

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
PEB membership is also nice data to be shown

## Areas of Emphasis for Period XX

_*Insert each Area of Emphasis for the period*_

- Award Term Evaluation Template- Contractor Briefing

## Period XX Scoring Summary

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
All FDO determinations should include this summary prior to outlining their strengths and weaknesses

## Technical Performance Evaluation

## Technical Evaluation - Metrics

*Insert statement as to how the contract metrics were used in the evaluation.*

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
Each FDO determination should have some statement as to how the contract metrics were used in the evaluation.

## Metrics - Example

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
Alan to discuss

## Technical Evaluation – Subjective Write-ups

***Identify Strengths in Evaluation Factor,  WBS, or AOE order**** *
_**STRENGTHS**_
_**WEAKNESSES**_

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
We used the  ISS and Shuttle contracts as examples of how to write subjective weaknesses.  

The ISS program outlines their strengths using their AOE’s.  
The Shuttle program outlines their strengths and weaknesses by evaluation criteria.  (Billy and Liz to discuss)

Each write ups to the FDO should only cover significant strengths and weaknesses.  However, contractors should be provided with feedback on all their strengths and weaknesses throughout the period.

Strengths should not be written as activity lists.  Each strengths should indicate why it is above and beyond what is expected.  Each weaknesses should indicate the impact.

## Management Performance Evaluation

**Notes:**
Billy/Liz

## Management Evaluation – Subjective Write-ups

_**STRENGTHS**_
_**WEAKNESSES**_

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
Billy/Liz

The management evaluation should cover 
Systemic issues or trends in technical, safety, or cost
Quality and timeliness of financial and contracting related data 

This is an example of a Shuttle write up for management.  Billy and Liz to discuss

## Safety Evaluation

**Notes:**
Stacey/Caroline

The new S&MA flow will be incorporated into the team’s Phase 2 effort.

Contractors are looking at this new method and providing comments to Stacey.

## Safety & Health Requirements

| Category | Expectation | Strengths | Weaknesses |
| --- | --- | --- | --- |
| 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

**Notes:**
Stacey to discuss
This covers leading and trailing indicators which gives a better indication of the viability of the contractor’s safety program.  This was presented to Col. Cabana in June.

## Safety & Health Requirements OSHA Safety Summary

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
This could be provided as back up

## Small Business Subcontracting Evaluation

**Notes:**
Caroline to present

## Small Business Subcontracting Goals

| Category | Goal | Period X* | Cum to Date | Strength/
Meets/
Weakness |
| --- | --- | --- | --- | --- |
| Small Business (SB) | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Small Disadvantaged Business (SDB) | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Woman-Owned Small Business (WOSB) | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Hub-Zone Small Business | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Veteran-Owned Small Business (VOSB) | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Service Disabled VOSB (SDVO) | XX% | XX% | XX% | S/M/W |
|  |  |  |  |  |
| Historically Black Colleges or Universities (HBCU) | XX% | XX% | XX% | S/M/W |

**Percentage of Total Contract Dollars**

- * - Use invoiced expenditures or SF 294 data

- Award Term Evaluation Template- Contractor Briefing

## 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.*_

- Award Term Evaluation Template- Contractor Briefing

## Cost Evaluation

## Performance Based Contract Cost Evaluation with no EVMS

## Variance Detail Chart

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
Performing this type of analysis would allow the CO to understand the cost drivers and significant variances resulting in the overrun or underruns. This type of table could be provided in back up.
 The analysis of a PBC contract without an EV requirement should be similar to the 533 evaluation that is performed on a monthly basis.

## Cost Summary & Write-up

**Cost Summary** :
**Assessment**:

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
The next 2 pages are examples of PBC evaluations w/out an EV baseline.

## PEB Recommendation for Period XX

- Award Term Evaluation Template- Contractor Briefing

**Notes:**
All FDO determinations should include this summary prior to outlining their strengths and weaknesses