Atch 3 - SOFGSD HTRO Self Score Matrix 25 Nov 2024.xlsx
XLSX spreadsheet 42 KB Posted
- Solicitation number
- H9240025RXXXX
- Issued by
-
United States Special Operations Command
About this file
This is a self-scoring matrix spreadsheet template for the SOF Global Services Delivery (SOFGSD) solicitation that allows offerors to score themselves across four main categories: General (12,725 points), Education (10,500 points), Exercise (3,650 points), and Intelligence (5,500 points).
The matrix evaluates contractors based on multiple criteria including: total positions managed, geographic coverage (CONUS/OCONUS sites), hiring/transition performance, security clearance requirements, labor categories coverage (including intelligence analysts, linguists, instructors, exercise planners, etc.), SOF and non-SOF related work samples demonstrating capabilities in education/training, exercise planning/execution, strategic planning, and intelligence support. Past performance is scored based on CPAR/PPQ ratings over the last 5 years. The template includes detailed instructions for offerors to complete only yellow-shaded cells and provides spaces to cite specific sections/pages from work samples for government validation.
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Other files
| File | Type | Posted |
|---|---|---|
| Atch 6 - RFI Combined QnA Response 17 Dec 2024.pdf | ||
| Atch 4 - SOFGSD RFI Questionaire 25 Nov 2024.xlsx | XLSX spreadsheet | |
| Atch 5 - QnA Template 25 Nov 2024.docx | DOCX document | |
| Atch 1 - SOFGSD RFI 25 Nov 2024.pdf | ||
| Atch 2 - SOFGSD SOW 25 Nov 2024.docx | DOCX document |
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Text version
Instructions
| Instructions |
| 1) See Attachment XX, Evaluation Criteria, for detailed information and instructions |
| 2) Offerors only fill in the yellow shaded blocks in this workbook |
| 3) Offerors shall not modify or make any changes toother cells within the spreadsheet, including content, formulae, format. |
Column Explanation
| General (Top section), Education, Exercise, Intelligence Tabs | ||
| Column | Column Title | Explanation |
| B | Section L Reference | Points to the section in the solicitation that corresponds to the Category/Criterion described in that row |
| C | Category / Criterion | Summarized description of the scoring category/criterion. Detailed instructions are provided in the Sect. L reference show in Column B |
| D | # of Work Samples | Total number of work samples that can be used as evidence for this category / criterion |
| E | Work Sample Tier | The Tier of Work Sample that is allowed for this category / criterion |
| F | Single Point in Time | Enter the "Single Point In Time" for this category. OFFERORS FILL IN THIS INFORMATION |
| G | Maximum Count | The highest allowable count an Offeror can enter. These max values are selected either because a higher number is not mathematically possible (for example, retention cannot be higher than 100%), or a higher number is not relevant to the requirement. For example, it doesn't matter if your largest work sample includes MORE than 50 positions, but the Government DOES want to know that your management experience includes oversight of a contracts/task order UP TO that size, comparable to the anticipated requirement, with growth |
| H | Offeror's Count | Offeror's score for each category / criterion, in accordance with corresponding description and instructions in Sect. L. OFFERORS FILL IN THIS INFORMATION |
| I | Weight Factor | Weight factor assigned to this category / criterion |
| J | Max Possible Points | The maximum possible score an Offeror can receive in each category / criterion. The sum of all values in this Column is the "Total Max Possible" score an Offeror can achieve for evaluation purposes. |
| K | Offeror's Self Score | Mathematically derived by multiplying Column H (Offeror's Count) by Column I (Weight Factor). This represents the Offeror's score for each category. The sum of all values in this Column is the Offeror's "Total Self Score" for this portion of the spreadsheet. |
| L | USG Count | Reserved for Government Evaluator use. If the Government finds discrepancies during validation of Offeror provided counts, the Government reserves the right to reduce the score to align with validated information provided by the Offeror. See Sections L & M for further details . |
| M | USG Evaluated Score | Mathematically derived by multiplying Column L (USG Count) by Column I (Weight Factor). This represents the Government's validated score for each category. The sum of all values in this Column the Offeror's "Government Evaluated Score" for this portion of the spreadsheet. |
| K | SPARE - INTENTIONALLY BLANK | |
| O to S | Citation - Section/Page # -- WS-1 thru WS-5: Space allocated to the Offeror to provide "pointers" within each of their provided work samples (WS-1 thru WS-5) to enable quick reference for the Government to find and validate the Offeror's proposed score. OFFERORS FILL IN THIS INFORMATION | |
| General (CPAR Section) | ||
| Column | Column Title | Explanation |
| B | Section L Reference | Points to the section in the solicitation that corresponds to the Category/Criterion described in that row |
| C & D | Past Performance Scoring Category | Summarized description of the required measurement - with further detail available in the section identified in Column B |
| E & F | Percentage of CPAR / PPQ Ratings | Enter the percentage (XX.X%) of 100% for the total number of ratings against all CPARS / PPQs. OFFERORS FILL IN THIS INFORMATION |
| G | Points for Each CPAR Rating | Points assigned for each CPAR Rating |
| H & I | SPARE - INTENTIONALLY BLANK | |
| J | Max Possible Points | Thee maximum possible score an Offeror can achieve in each category / criterion. The sum of all values in this Column is the "Total Max Possible" score an Offeror can achieve for evaluation purposes. |
| K | Offeror's Self Score | Mathematically derived by multiplying Column E & F (Percentage of CPAR / PPQ Ratings) by Column G (Points for Each CPAR). This represents the Offeror's score for each category. The sum of all values in this Column the Offeror's "Total Self Score" for this portion of the spreadsheet for technical evaluation purposes. |
| L | USG % | Reserved for Government Evaluator use. If the Government finds discrepancies during validation of Offeror provided %, the Government reserves the right to downgrade the % to align with validated information. See Sections L and M for further details. |
| M | USG Evaluated Score | Mathematically derived by multiplying Column L (USG Count) by Column G (Points for Each CPAR). This represents the Government's validated score for each category. The sum of all values in this Column the Offeror's "USG Evaluated Score" for this portion of the spreadsheet. |
Scoring Summary
| Special Operations Forces Global Services Delivery (SOFGSD) |
| Solicitation Number: XXXXX-XX-X-XXXX |
Attachment X: Self Scoring Matrix
OFFEROR NAME:
| Category / Pool | Max Points | Offeror's Score | USG Evaluated Score |
| General | 12,725 | (250) | (250) |
| Education | 10,500 | 0 | 0 |
| Exercise | 3,650 | 0 | 0 |
| Intelligence | 5,500 | 0 | 0 |
General
| Section L Reference | Category / Criterion | # of Work Samples | Work Sample Tier | Single Point in Time | Maximum Count | Offeror's Count | Weight Factor | Max Possible Points | Offeror's Self Score | USG Count | USG Evaluated Score | WS-1 | WS-2 | WS-3 | WS-4 | WS-5 |
| L X.X.X Category 1 | Total positions on a single work sample | 1 | Tier 1 | 50 | 10 | 500 | 0 | 0 | ||||||||
| L X.X.X Category 2 | Concurrent performance at various geographic sites | All | All Tiers | |||||||||||||
| CONUS sites (max of 5 sites, all sites within a US State count as 1 site) | 25 | 5 | 125 | 0 | 0 | |||||||||||
| OCONUS sites excluding Korea and Germany (max of 5, no more than 2 per country) | 25 | 10 | 250 | 0 | 0 | |||||||||||
| Sites in Germany and Korea (max of 5 sites total) | 25 | 30 | 750 | 0 | 0 | |||||||||||
| L X.X.X Category 3 | Percentage of awarded billets (minimum of 25 billets) hired or transitioned onto a contract within 30 days of award (enter % as numerals (e.g., .64) | 1 | Tier 1 | 100 | 1 | 100 | 0 | 0 | ||||||||
| L X.X.X Category 4 | FTE Positions with TS/SCI (at a single point in time) | 1 | Tier 1 or Tier 3 | 100 | 5 | 500 | 0 | 0 | ||||||||
| L X.X.X Category 5 | Work Samples that contain the following 15 LCATs |
1) Intelligence Analyst which includes areas such as: Identity Intelligence Exploitation, Information Operation, Counterintelligence (CI) / Human Intelligence (HUMINT), Socio-Cultural, Pattern Analysis Section (PAS), Identity Operations Manager, Signals Intelligence (SIGINT), Counter Unmanned Arial Surveillance
2) Intelligence Linguist
3) Executive Administrative Assistant
4) Logistic Analyst
5) Strategic Planner or Program Analyst
6) Role Players - LREC
7) Physical Security Manager
8) Survival, Evasion, Resistance, and Escape Training and Personnel Recovery Specialist
9) Analytical and Operational Planning SME
10) Exercise Planner or Instructor
11) Lessons Learned SME
12) Language Instructor or Developer
13) Regional and Cultural Instructor or Developer
14) Faculty and staff at the undergraduate or graduate-level (e.g., JSOU) to include such labor categories as: Instructional Systems Design (ISD), Learning Management Systems Specialist (LMS), Academic Instructors, Distance Learning Instructors,
15) Role Players - Exercise
| 1 point per LCAT; no more than 5 points per LCAT | All | All Tiers | 75 | 20 | 1500 | 0 | 0 | |||||
| L X.X.X Category 6 | Work Samples that cover the requirements in the SOW | All | All Tiers | |||||||||
| Number of non-SOF related Work Samples with demonstrated Education and Training - Curriculum Development (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Education and Training - Curriculum Development (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Education and Training Instruction (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Education and Training Instruction (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Exercise Planning (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Exercise Planning (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Exercise Execution (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Exercise Execution (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Strategic and Operational Planning or Analysis (as referenced in SOW paragraph 5.3). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Strategic and Operational Planning or Analysis (as referenced in SOW paragraph 5.3). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Intelligence Support (as referenced in SOW paragraph 5.6). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Intelligence Support (as referenced in SO paragraph 5.6). | 5 | 200 | 1000 | 0 | 0 | |||||||
| General Scoring Categories Total | 12,725 | 0 | 0 |
| Section L Reference | Past Performance Scoring Category | Percentage of CPAR / PPQ Ratings | |||||||||
| (Can't Exceed 100% Total) | Points for Each CPAR Rating | Max Possible Points | Offeror's Self-Score | USG %s | USG Evaluated Score | ||||||
| L X.X.X Category 7 | Percentage of "exceptional" CPAR / PPQ ratings over last 5 years | 75.6% | 0 | 0 | 0.00 | 60.0% | 0.00 | ||||
| Percentage of "very good" CPAR / PPQ ratings over last 5 years | 2.2% | 0 | 0 | 0.00 | 10.0% | 0.00 | |||||
| Percentage of "satisfactory" CPAR / PPQ ratings over last 5 years | 2.2% | 0 | 0 | 0.00 | 10.0% | 0.00 | |||||
| Percentage of "marginal" CPAR / PPQ ratings over last 5 years | 10.0% | (500) | 0 | (50.00) | 15.0% | (75.00) | |||||
| Percentage of "unsatisfactory" CPAR / PPQ ratings over last 5 years | 10.0% | (2,000) | 0 | (200.00) | 5.0% | (100.00) | |||||
| Check percentage for 100% | 100.0% | ERROR:#REF! | ERROR:#REF! | 100.0% | |||||||
| Past Performance Scoring Categories Total | 0 | 0 | (250.00) | (250) | |||||||
| Totals: | 12,725 | (250) | (250) |
Education
| Section L Reference | Category / Criterion | # of Work Samples | Work Sample Tier | Single Point in Time | Maximum Count | Offeror's Count | Weight Factor | Max Possible Points | Offeror's Self Score | USG Count | USG Evaluated Score | WS-1 | WS-2 | WS-3 | WS-4 | WS-5 |
| L X.X.X Category 1 | Total Education and Training positions on a single work sample | 1 | Tier 1 | 150 | 10 | 1500 | 0 | 0 | ||||||||
| L X.X.X Category 5 | Work Samples that contain the following 5 LCATs |
1) Role Players - LREC
2) Exercise Instructor
3) Language Instructor or Developer
4) Reginal and Cultural Instructor or Developer
5) Faculty and staff at undergraduate or graduate-level (e.g., JSOU) to include such labor categories as: Instructional Systems Design (ISD), Learning Management Systems Specialist (LMS), Academic Instructors, Distance Learning Instructors
| 1 point per LCAT; no more than 15 points per LCAT | All | All Tiers | 75 | 20 | 1500 | 0 | 0 | |||||
| L X.X.X Category 6 | Work Samples that cover the Education and Training requirements in the SOW | All | All Tiers | |||||||||
| Number of non-SOF related Work Samples with demonstrated Policy Analysis (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Policy Analysis (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of non-SOF related Work Samples with demonstrated Education and Training Instruction OCONUS (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of SOF-related Work Samples with demonstrated Education and Training Instruction OCONUS (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of Work Samples with demonstrated Instruction of International Partners (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples providing Professional Military Education (e.g. undergraduate or graduate level instruction) (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of Work Samples providing concurrent Professional Military Education at multiple locations (e.g. undergraduate or graduate level instruction) (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples providing foreign language, regional expertise, or cultural training (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Number of Work Samples providing concurrent foreign language, regional expertise, or cultural training in multiple locations (as referenced in SOW paragraph 5.1). | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples providing modeling and simulation, and wargaming (as referenced in SOW paragraph 5.1). | 5 | 200 | 1000 | 0 | 0 | |||||||
| Education Scoring Categories Total | Totals: | 10,500 | 0 | 0 |
Exercise
| Section L Reference | Category / Criterion | # of Work Samples | Work Sample Tier | Single Point in Time | Maximum Count | Offeror's Count | Weight Factor | Max Possible Points | Offeror's Self Score | USG Count | USG Evaluated Score | WS-1 | WS-2 | WS-3 | WS-4 | WS-5 |
| L X.X.X Category 1 | Total Exercise Support positions on a single work sample | 1 | Tier 1 | 150 | 10 | 1500 | 0 | 0 | ||||||||
| L X.X.X Category 5 | Work Samples that contain the following 3 LCATs |
1) Survival, Evasion, Resistance, and Escape Training and Personnel Recovery Specialist
2) Exercise Planner or Instructor
3) Role Players - Exercise
| 1 point per LCAT; no more than 25 points per LCAT | All | All Tiers | 75 | 20 | 1500 | 0 | 0 | |||||
| L X.X.X Category 6 | Work Samples that cover the Exercise Planning and Execution requirements in the SOW | All | All Tiers | |||||||||
| Number of Work Samples that provide episodic training exercise support (as referenced in SOW paragraph 5.1) | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of exercise role players provided per Work Sample (as referenced in SOW paragraph 5.1) | 150 | 1 | 150 | 0 | 0 | |||||||
| Exercise Scoring Categories Total | Totals: | 3,650 | 0 | 0 |
Intelligence
| Section L Reference | Category / Criterion | # of Work Samples | Work Sample Tier | Single Point in Time | Maximum Count | Offeror's Count | Weight Factor | Max Possible Points | Offeror's Self Score | USG Count | USG Evaluated Score | WS-1 | WS-2 | WS-3 | WS-4 | WS-5 |
| L X.X.X Category 1 | Total Intelligence Support positions on a single work sample | 1 | Tier 1 | 150 | 10 | 1500 | 0 | 0 | ||||||||
| L X.X.X Category 5 | Work Samples that contain the following 3 LCATs |
1) Intelligence Analyst which includes areas such as: Identity Intelligence Exploitation, Information Operation, Counterintelligence (CI) / Human Intelligence (HUMINT), Socio-Cultural, Pattern Analysis Section (PAS), Identity Operations Manager, Signals Intelligence (SIGINT), Counter Unmanned Arial Surveillance
2) Intelligence Linguist
3) Physical Security Manager
| 1 point per LCAT; no more than 25 points per LCAT | All | All Tiers | 75 | 20 | 1500 | 0 | 0 | |||||
| L X.X.X Category 6 | Work Samples that cover the Intelligence requirements in the SOW (as referenced in SOW 5.6) | All | All Tiers | |||||||||
| Number of Work Samples with Intelligence analysts | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples with Technical Security and Signals Countermeasure Practitioners requirements | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples providing XXXINT (any INT type is acceptable) in CONUS locations | 5 | 100 | 500 | 0 | 0 | |||||||
| Number of Work Samples providing XXXINT (any INT type is acceptable) in OCONUS locations | 5 | 200 | 1000 | 0 | 0 | |||||||
| Intelligence Scoring Categories Total | Totals: | 5,500 | 0 | 0 |
File details come from the government source that posted it. Updated .