Attachment 12 - MAFR OMS IOP Plan.pdf

FA4855250001

Attachment 12

29 Jan 25

MELROSE AIR FORCE RANGE (MAFR)

OPERATION, MAINTENANCE & SUPPORT (OM&S)

INCENTIVE OPTION PERIOD PLAN

1.0. INTRODUCTION

This document covers the basis for evaluating Contractor performance and making a subsequent determination for presenting an assessment of that performance to the Contracting Officer (CO).

1.1. Incentive Option Period (IOP) contracting is effective when performance metrics are objective, a long-term business relationship is of value to the government and to the Contractor, and the expected outcomes are known up-front. The specific criteria and procedures used for assessing the Contractor's performance and for determining the IOP earned are described herein. All CO decisions regarding the IOP score—including, but not limited to, the methodology used to calculate the score; the calculation of the score; and the nature and success of the Contractor's performance.

1.2. The basic contract term may be extended on the basis of the Federal Government's determination of the excellence of the Contractor's performance.

If earned, the IOP will be provided to the Contractor through unilateral contract modification based upon a score earned as determined by the CO.

2.0. KEY PERSONNEL

2.1. Contract Specialist (CS). The CS is responsible for coordinating the administrative actions required by the performance monitors and the CO.

2.2. Contracting Officer (CO). Subsequent to the CO decision, the CO evaluates the IOP score and notes the file accordingly to reflect the CO decision.

2.3. Contracting Officer Representative (COR). The COR is the primary liaison between Contractor and Government personnel. The COR maintains written records of the Contractor's performance in their assigned evaluation areas so that a fair and accurate evaluation is obtained. CORs also perform the duties of Contractor Performance Assessment Reporting System (CPARS) Assessment Official, and Assessment Official Representative (AOR) as designated by the CO.

3.0. IOP PROCESSES

3.1. Evaluation Criteria. The evaluation criteria aligns with CPARS evaluation criteria for the following five evaluation areas: Quality, Schedule, Management, Small Business Subcontracting, Regulatory Compliance. Upon completion of each 12-month rating period and finalization of CPARS ratings, the CO will utilize CPARS ratings to determine whether an IOP is to be awarded to the Contractor.

3.2. Evaluations. IAW FAR Subpart 42.15 and as supplemented by any applicable DFARS and DAFFARS references, a CPARS report will be initiated at the completion of each 12-month period of performance. After the review process is complete, to include Contractor review and commentary, and CPARS ratings finalized, the CO will acknowledge the final ratings, make an IOP determination, and communicate the IOP determination to the Contractor.

Figure A – IOP Decision Process Timeline

3.3. IOP Award Scoring & Award Determination. Scoring to determine if an IOP is available will be based on a formula resulting in a score of 3.67 or higher. The following performance levels for each evaluation area will be given a score as follows: Exceptional – 5, Very Good – 4, Satisfactory – 3, Marginal – 2, Unsatisfactory – 1. Two of the evaluation areas (Small Business Subcontracting and Regulatory Compliance) are generally rated as not to exceed Satisfactory as they are considered pass/fail. As a result, scores for these two will not be used in the average calculation. However, a single rating of unsatisfactory or two ratings of marginal for any of the five evaluation areas will nullify the IOP associated with that rating period. Per the samples provided below, both met (or exceeded) the minimum score of 3.67, however the Unsatisfactory rating for Small Business Subcontracting in Sample Calculation #2 resulted in a non-earned IOP.

Figure B – Post-Award IOP Award Scoring

Sample Calculation #1 Sample Calculation #2

Evaluation Areas

Rating Score Evaluation Areas

Rating Score

Quality Very Good 4 Quality Satisfactory 3 Schedule Very Good 4 Schedule Very Good 4

Management Satisfactory 3 Management Exceptional 5 *Small

Business Subcontracting

Satisfactory 3 *Small

Business Subcontracting

Unsatisfactory 1

*Regulatory Compliance

Satisfactory 3 *Regulatory Compliance

Satisfactory 3

*Not part of average calculation

*Not part of average calculation

Average Score 3.67 Average Score 4.00

IOP Earned - YES IOP Earned - NO

3.4. Government Rights. The Government will exercise IOPs IAW the clause at FAR 52.217-9 and all applicable regulations and supplements. The Government reserves all rights commensurate with the clause at FAR 52.217-9 and all applicable regulations and supplements.

3.6. Changes to Plan and/or Evaluation Criteria. Proposed changes to the IOP plan shall take place via bilateral contract modification. If either party desires a change to the IOP plan and a mutual agreement cannot be reached, the original IOP plan shall remain in effect unless or until such time that a mutual agreement can be reached. Any modifications to this plan during a given evaluation period, shall take effect in the next evaluation period.

(End of document)