Technical Exhibit - D - PMR Template (Draft).pdf

UNCLASSIFIED

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UNCLASSIFIED

COL X

40Xth AFSB Commander

Army Sustainment Command 40Xth AFSB, Installation (PMR Date) Contractor Name / Contract Number Execution Year- L&DC PMR

Agenda

❑ Attendees

❑ Purpose

❑ Performance Rating

❑ Summary Assessment

❑ Functional Assessment

❑ Safety

❑ NCR

❑ Cost Control

❑ Back Up Slides

▪ Continuous Improvement

▪ CDRL/Deliverable Submission

▪ Small Business Goals (Unrestricted Only)

CONTAINS CONTRACT SENSITIVE INFORMATION

Attendees

▪Headquarters, Army Sustainment Command

▪ Laundry Program Manager – Mr. John Puls

▪ 40Xth Army Field Support Brigade SPO

▪ SPO –

▪ Deputy SPO –

▪ Business Support Specialist –

▪Management Analyst –

▪ Logistics Management Specialist –

▪MICC

▪ Contracting Officer

▪ Contract Specialist

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Attendees Continued

▪Logistics Readiness Center

▪Director -

▪Supply & Services Division Chief -

▪COR –

▪ACOR -

▪Contractor Personnel

▪Owner -

▪Program Manager -

The purpose of this performance management review (PMR) is to provide a dual (Contractor and Government) assessment of the contractor’s performance during the period of XXX-XXX

Current Pop: XXX-XXX

Purpose

Contractor Performance Assessment Report

Reference: FAR Subpart 42.15 - Table 42-2—Evaluation Rating Definitions

RATING DESCRIPTION NOTE

Exceptional

Exceeded all statutory goals or goals as negotiated. Had exceptional success with initiatives to assist, promote, and utilize small business (SB), small disadvantaged business

(SDB), women-owned small business (WOSB), HUBZone small business, veteran-owned small business (VOSB) and service-disabled veteran owned small business (SDVOSB). Complied with FAR 52.219-8, Utilization of Small Business Concerns. Exceeded any other small business participation requirements incorporated in the contract/order, including the use of small businesses in mission critical aspects of the program. Went above and beyond the required elements of the subcontracting plan and other small business requirements of the contract/order.

Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner. Did not have a history of three or more unjustified reduced or untimely payments to small business subcontractors within a 12-month period.

To justify an Exceptional rating, identify multiple significant events and state how they were a benefit to small business utilization. A singular benefit, however, could be of such magnitude that it constitutes an Exceptional rating. Small businesses should be given meaningful and innovative work directly related to the contract, and opportunities should not be limited to indirect work such as cleaning offices, supplies, landscaping, etc. Also, there should have been no significant weaknesses identified.

Very Good

Met all of the statutory goals or goals as negotiated. Had significant success with initiatives to assist, promote and utilize SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB.

Complied with FAR 52.219-8, Utilization of Small Business Concerns. Met or exceeded any other small business participation requirements incorporated in the contract/order, including the use of small businesses in mission critical aspects of the program. Endeavored to go above and beyond the required elements of the subcontracting plan. Completed and submitted Individual Subcontract Reports and/or

Summary Subcontract Reports in an accurate and timely manner. Did not have a history of three or more unjustified reduced or untimely payments to small business subcontractors within a 12-month period.

To justify a Very Good rating, identify a significant event and state how it was a benefit to small business utilization. Small businesses should be given meaningful and innovative opportunities to participate as subcontractors for work directly related to the contract, and opportunities should not be limited to indirect work such as cleaning offices, supplies, landscaping, etc. There should be no significant weaknesses identified.

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https://www.acquisition.gov/far/subpart-52.2

Contractor Performance Assessment Report

Reference: FAR Subpart 42.15 - Table 42-2—Evaluation Rating Definitions

RATING DESCRIPTION NOTE

Satisfactory

Demonstrated a good faith effort to meet all of the negotiated subcontracting goals in the various socio-economic categories for the current period. Complied with FAR 52.219-8, Utilization of

Small Business Concerns. Met any other small business participation requirements included in the contract/order. Fulfilled the requirements of the subcontracting plan included in the contract/order. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner. Did not have a history of three or more unjustified reduced or untimely payments to small business subcontractors within a 12-month period.

To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor has addressed or taken corrective action.

There should have been no significant weaknesses identified. A fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract/order.

Marginal

Deficient in meeting key subcontracting plan elements. Deficient in complying with FAR 52.219-8, Utilization of Small Business Concerns, and any other small business participation requirements in the contract/order. Did not submit Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate or timely manner. Failed to satisfy one or more requirements of a corrective action plan currently in place;

however, does show an interest in bringing performance to a satisfactory level and has demonstrated a commitment to apply the necessary resources to do so. Required a corrective action plan. Did not have a history of three or more unjustified reduced or untimely payments to small business subcontractors within a 12-month period.

To justify a Marginal rating, identify a significant event that the contractor had trouble overcoming and how it impacted small business utilization. A Marginal rating should be supported by referencing the actions taken by the Government that notified the contractor of the contractual deficiency.

Unsatisfactory

Noncompliant with FAR 52.219-8 and 52.219-9, and any other small business participation requirements in the contract/order.

Did not submit Individual Subcontract Reports and/or Summary

Subcontract Reports in an accurate or timely manner. Showed little interest in bringing performance to a satisfactory level or is generally uncooperative. Required a corrective action plan. Had a history of three or more unjustified reduced or untimely payments to small business subcontractors within a 12-month period.

To justify an Unsatisfactory rating, identify multiple significant events that the contractor had trouble overcoming and state how it impacted small business utilization. A singular problem, however, could be of such serious magnitude that it alone constitutes an Unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the actions taken by the Government to notify the contractor of the deficiencies. When an Unsatisfactory rating is justified, the contracting officer must consider whether the contractor made a good faith effort to comply with the requirements of the subcontracting plan required by FAR 52.219-

9 and follow the procedures outlined in 52.219-16, Liquidated Damages- Subcontracting Plan.

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(Insert Installation) PMR Summary

Due Outs from Previous PMRs:

Current Concerns:

Emergent Requirements:

As of 01 AUG 19

Government Assessment Contractor Self-Assessment

Commanders Priorities:

Due Outs from Previous PMRs:

Current Concerns:

Emergent Requirements:

CONTAINS CONTRACT SENSITIVE INFORMATION

GREEN AMBER RED Gray

Meeting

Expatiations

Performance

Concern

Not Meeting

Expatiations N/A

PMR SummaryS

(Insert Installation) Program Management

As of 01 AUG 19

Contractor Assessment:

Current Concerns:

Government Assessment Contractor Self-Assessment

Requiring Activity Assessment:

PCO Assessment:

Current Concerns:

PWS

Paragraph Task USG KTR

CONTAINS CONTRACT SENSITIVE INFORMATION

GREEN AMBER RED Gray

Meeting

Expatiations

Performance

Concern

Not Meeting

Expatiations N/A

UNCLASSIFIED//FOUO

UNCLASSIFIED//FOUO

Safety Assessment

Date

Contractor Accidents/Incidents/Areas of Concern/Close Calls Contractor & Location

Mission Days Lost

Days Res

Type Injury GFE/Facility

Damage Cost Narrative

1509 Laundry Facility Laundry & Dry

Cleaning

Functional Area Safety CDRLs Status

Accident Reporting

Equipment/Work Area Inspection

GREEN RED Gray

Meeting

Expectation

Not Meet ing

Expectation N/A

CDRL Details/Comments

Challenges

Safety Way Ahead

Best Practices / Lessons Learned

Functional Area CDRL Requirements which contractor should be performing

Safety Plan

The contractor shall prepare and submit a written occupational Health Hazard Plan and procedure for implementing OSHA standards, NRC, DOT, DOD, Army, Federal, state, and local safety and health requirements to the Government for acceptance in accordance with AR 40-5 and DA Pam 40-11.

Safety Program

The contractor shall maintain written, approved and published Standard Occupational

Health SOPS, risk assessments, job hazard analysis and internal audits implementing the DOD, Army, Federal, State, and Local safety and health requirements to the

Government for acceptance in accordance with AR 40-5 and DA Pam 40-11.

Accident

Reporting

Contractor shall provide timely notification to the COR, regardless of injury/no injury status of any accident involving Government personnel, Government facilities or

Government equipment. For incidents involving death or serious injury resulting loss or potential loss of life, limb or eyesight of personnel, verbal notification is required immediately with written notification provided within one hour of the verbal notification.

The contractor will include with the report all damage to Government equipment and / or facilities of $2,000 or greater. Damage estimated at less than $2,000 but more than

$250 will be reported to the COR when cost estimates are available not to exceed three business days.

Equip/Work Area

Inspections

The contractor shall perform inspections of safety equipment as required by local, federal, state, OSHA laws, rules, regulations or best practices. In addition, the contractor shall inspect and survey contractor work areas for potential safety hazards, the results of which will be provided to the COR with corrective action plans as required. The contractor will be subject to safety inspections by the Government.

Non-Conformance Report (NCR) Tracker

CONTAINS CONTRACT SENSITIVE INFORMATION

NCR Tracking Number

Level of NCR

Date Issued

Issue and PWS Requirement

Monthly COR Report Documented

CAP

Received

CAP

Verified

Closed Date

1.)

2.)

3.)

4.)

Cost Control

Month Pieces Cost Month Pieces Cost

August 2023 95,409.00 $ 150,746.22 February 2024

September 2023 78,516.00 $ 124,055.28 March 2024

October 2023 72,601.00 $ 114,709.58 April 2024

November 2023 62,854.00 $ 99,309.32 May 2024

December 2023 34,303.00 $ 54,198.74 June 2024

January 2024 46,746.00 $ 73,858.68 July 2024

Total 390,429 $616,877.82 Total

Base Year Option Year 3

Option Year 1 Option Year 4

Option Year 2

Back Up Slides

❑Back Up Slides

▪Continuous Improvement

▪CDRL/Deliverable Submission

▪Small Business Goals (Unrestricted Only)

Continuous Improvement / Improved Productivity

CONTAINS CONTRACT SENSITIVE INFORMATION

Government Assessment Contractor Self-Assessment

CDRL/ Deliverables Submission

CONTRACT DATA REQUIREMENTS LIST (CDRL)

CDRL Title Frequency Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Program Management Small Business Goals