Att 002 - AOI Evaluation Methodology.pdf

UNCLASSIFIED

Attachment 002: Area of Interest (AOI) Evaluation Methodology

1. Submission Phases and Evaluation Procedures

The following procedures shall be used to assess and evaluate all AOI solution submissions, described above. Call for Solutions (C4S) are intended to follow the same overall structure as the AOI but may differ depending on the nature of the solution. Refer to the evaluation and assessment procedures for each C4S for specific procedures and timelines. Debriefing instruction for C4S submissions shall be specified in the Call for Solutions.

Phase I: Solution Brief & Quad Charts Offerors shall submit a Quad Chart and Solution Brief consisting of the following:

i. A Quad Chart that includes the information indicated in CSO Attachment 003.

ii. A Solution Brief that conforms to and follows the instructions in CSO Attachment 004.

iii. The Army will assess the merits of the Quad Chart and Solutions Brief using the evaluation methodology specified in Section 3, “Evaluation Methodology,” below.

iv. All offerors providing Phase I submissions will be contacted by the Army via email with one of the following messages:

a. the proposed solution brief/quad chart is not of interest to the Army,

b. a request to provide a Phase II Presentation, or

c. a request to submit a Phase III Commercial Solutions Proposal.

Phase II: Presentation (unless bypassed) Offerors’ Solution Briefs and Quad Charts whom are selected for further consideration may be invited to provide a live presentation. Instructions in CSO Attachment 005. The Army reserves the right to limit the number of Offerors invited to make presentations for efficiency. As such, an Offeror’s solution may be selected for further consideration, however not invited to present.

The Army reserves the right to record live presentations. The Army also reserves the right to bypass Phase II in its entirety.

Phase III: Written Commercial Solution Proposal (CSP) Offerors whose Solution Briefs, or Solutions Brief and Presentation, are selected for further consideration, may be invited to submit a written CSP (CSO Attachment 006). At a minimum the written CSP shall fully describe the technical solution, the program management approach in executing the solution, a discussion on how the solution is innovative or fills a capability gap in an AOI, a price proposal complete with any supporting documentation, and any other aspects necessary for the Army to fully assess the written CSP.

Additional Evaluation Phases The Army reserves the right to increase or decrease the number of Evaluation Phases. Based upon the nature of the AOI, there may be the need for additional evaluation, inspection or validation before selection determination.

Note: The Army will not pay Offerors for costs associated with proposal preparation at any Phase, unless otherwise stipulated.

2. Factors for Evaluation and Selection

The Army intends to evaluate the submissions to determine which proposed solutions have the potential to best meet the Army’s needs utilizing the evaluation criteria below.

i. Technical Merit/Importance to Agency: The Army will evaluate the Technical Merit of an Offeror’s submission. Technical merit is defined as having relevance to the AOI and/or provides an innovative approach. The Offeror’s approach shall demonstrate the ability to scale and be determined to be feasible. In addition, the Army must find or determine the approach and/or underlying technology to be a compelling solution.

ii. Schedule Merit: The Army will evaluate the feasibility of the Offeror’s proposed solution/concept project schedule and maturity path.

iii. Price/Affordability: The Army will evaluate the submission for affordability.

3. Evaluation Methodology

Phases will be evaluated on the criteria listed below:

i. Phase I submissions will be evaluated solely on a Selectable or Non-Selectable basis.

Selectable: A solution is determined Selectable if it demonstrates technical merit, has a comprehensive understanding of the USG’s requirements, and demonstrates a potential to meet the Army’s needs.

Non-Selectable: A solution is determined Non-Selectable if it does not demonstrate technical merit, does not demonstrate a comprehensive understanding of the USG’s requirements or does not demonstrate the potential to meet the Army’s needs.

ii. Phases II/III submissions will be evaluated as follows:

Recommended for Further Consideration: The submission has been determined to be of technical merit, represents a feasible schedule, is considered reasonable and the Offeror is considered award eligible.

Selectable, but Not Recommended: The submission has been determined to potentially be of technical merit, it possibly represents a feasible schedule, is considered reasonable and the Offeror is considered award eligible.

Not Selected for Further Consideration: The submission does not represent the necessary degree of technical merit, or it does not present a feasible schedule, the price is not considered reasonable, and/or the Offeror’s award eligibility does not warrant further consideration.

Offerors selected for further consideration may be invited to participate in the next Phase, subject to the availability of funds. The Army anticipates that AOI’s may routinely receive more submissions than resources to award. All compliant submissions will be fairly evaluated, however; only select presentations and proposals with the most compelling solutions will be invited to Phase II and/or Phase III. The Army reserves the right to limit the number of Offerors invited to Phase II and/or Phase III. As such, an Offeror’s solution may be evaluated and selected for further consideration, however; not invited to Phase II and/or Phase III.

Debriefing: Debriefs for AOI submissions may be requested. Debriefs are intended to be informative and provide insight into the solution submitted.