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Overview of Technical Reviews in Contracting: Objectives, Processes, and Evaluation

This document provides a comprehensive overview of technical reviews conducted by the .50th Contracting Squadron. It covers definitions, objectives, and the crucial role these evaluations play in assessing contractor proposals, ensuring fair pricing, and understanding both contractor and government expectations. The guidelines on how to request a technical evaluation, the roles and responsibilities of participants, and the format and purpose of evaluations are included. An important section discusses tools and best practices, alongside a quiz for knowledge assessment.

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Overview of Technical Reviews in Contracting: Objectives, Processes, and Evaluation

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Presentation Transcript

  1. 50th Contracting Squadron Technical Reviews

  2. Overview • Introduction • Definitions • Objectives • Explanation of Objectives • Demonstration/Application • Conclusion • Evaluation/Quiz

  3. 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

  4. Objectives • Requirements • Roles & Responsibilities • Format • Purpose • Tools

  5. 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

  6. 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

  7. 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

  8. 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%

  9. Tools • Tools • 50 CONS Guidebook 15 • FAR 15.304 Evaluation factors & subfactors • FAR 15.305 Proposal Evaluation

  10. 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!

  11. Quiz Closed book, closed note, closed neighbor! • 70% minimum passing score

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