Source Selection 101Susan Smith21CONSCol Tom Walker AFSPC/CX
PurposeInsight in how and why the RFP is developedInsight on how the Gov’t evaluates proposals“Demystify” the source selection process:Encourage more participation, especially small businessesImprove offeror’s potential for awardsObjective is for the Gov’t to get better proposals
TopicsRFP Development ProcessEvaluation Factors/SubfactorsOverall AssessmentSummary
RFP DevelopmentProcess
RFP Development ProcessDefine program requirements that meet our customer’s needs
 Identify program risks associated with the requirements
 Analyze risks to determine priority and risk handling approach
 Develop a mitigation strategy for the highest risks
 Use RFP discriminators to mitigate program risksSolicitation - Uniform Contract FormatPart I -- The Schedule	A   Solicitation/contract form	B   Supplies or services and prices/costs	C   Description/specifications/statement of work	D   Packaging and marking	E   Inspection and acceptance	F   Deliveries or performance	G   Contract administration data	H   Special contract requirementsPart II -- Contract Clauses	I   Contract clausesPart III -- List of Documents, Exhibits and Other Attachments	J   List of attachmentsPart IV -- Representations and Instructions	K   Representations, certifications, and other statements of offerors or respondents	L   Instructions, conditions, and notices to offerors or respondents	M   Evaluation factors for award
Commercial Contract FormatStandard Form (SF) 1449;Any contract documents, exhibits or attachmentsSolicitation provisions -- 52.212-1, Instructions to Offerors -- Commercial Items and any addendum 52.212-2, Evaluation -- Commercial Items, or other description of evaluation factors for award52.212-3, Offeror Representations and Certifications -- Commercial ItemsContract clauses --52.212-4, Contract Terms and Conditions and any addendum52.212-5, Contract Terms and Conditions Required to Implement Statutes and Executive orders
RFP Development ProcessSec L  or 52.212-1 (What information offeror must submit to be evaluated against Sec M criteria):Sec L and Sec M should track closely Requests only minimum data needed to evaluate proposalsSec M  or 52.212-2 (Evaluation Criteria):Most important Represents about 95% of entire acquisition strategy Rules of selection; forms compact with offerors:
Evaluation Factors &Subfactors
Source Selection TypesBest Value Source Selections (vs Lowest Price):
Lowest Price/Technically Acceptable (LPTA) -  2 Step
 1: Min. Technically Acceptable (Pass/Fail)
 2: Lowest Price among Technically Acceptable
Performance/Price Tradeoff (PPT) -  2 Step
 1: Min. Technically Acceptable (Pass/Fail)
 2: Trade-off between Past Performance & Price   Full Trade-Off (FTO) -  1 Step Trade-off between all 4 Factors      	    Mission Capability/                   Past                    ProposalPriceTech. AcceptabilityPerformanceRiskLow Price	LPTA		             +/-PPT			             +/- 		       	FTO            		             	      	             
Evaluation FactorsMission Capability (Technical)
This evaluation provides for two distinct but related assessments:  the Mission Capability Technical Rating and the Mission Capability Risk Rating
 Evaluation of offeror’s proposal against the Gov.’s minimum performance or capability requirements
Proposal risk assessment  - weaknesses associated with offeror’s proposed approach
Past Performance
 Assessment of the degree of confidence the USAF has in an offeror to provide products or services that meet the users’ needs (including cost and schedule) based on demonstrated record of performance
Price

5. source selection_101

  • 1.
    Source Selection 101SusanSmith21CONSCol Tom Walker AFSPC/CX
  • 2.
    PurposeInsight in howand why the RFP is developedInsight on how the Gov’t evaluates proposals“Demystify” the source selection process:Encourage more participation, especially small businessesImprove offeror’s potential for awardsObjective is for the Gov’t to get better proposals
  • 3.
    TopicsRFP Development ProcessEvaluationFactors/SubfactorsOverall AssessmentSummary
  • 4.
  • 5.
    RFP Development ProcessDefineprogram requirements that meet our customer’s needs
  • 6.
    Identify programrisks associated with the requirements
  • 7.
    Analyze risksto determine priority and risk handling approach
  • 8.
    Develop amitigation strategy for the highest risks
  • 9.
    Use RFPdiscriminators to mitigate program risksSolicitation - Uniform Contract FormatPart I -- The Schedule A Solicitation/contract form B Supplies or services and prices/costs C Description/specifications/statement of work D Packaging and marking E Inspection and acceptance F Deliveries or performance G Contract administration data H Special contract requirementsPart II -- Contract Clauses I Contract clausesPart III -- List of Documents, Exhibits and Other Attachments J List of attachmentsPart IV -- Representations and Instructions K Representations, certifications, and other statements of offerors or respondents L Instructions, conditions, and notices to offerors or respondents M Evaluation factors for award
  • 10.
    Commercial Contract FormatStandardForm (SF) 1449;Any contract documents, exhibits or attachmentsSolicitation provisions -- 52.212-1, Instructions to Offerors -- Commercial Items and any addendum 52.212-2, Evaluation -- Commercial Items, or other description of evaluation factors for award52.212-3, Offeror Representations and Certifications -- Commercial ItemsContract clauses --52.212-4, Contract Terms and Conditions and any addendum52.212-5, Contract Terms and Conditions Required to Implement Statutes and Executive orders
  • 11.
    RFP Development ProcessSecL or 52.212-1 (What information offeror must submit to be evaluated against Sec M criteria):Sec L and Sec M should track closely Requests only minimum data needed to evaluate proposalsSec M or 52.212-2 (Evaluation Criteria):Most important Represents about 95% of entire acquisition strategy Rules of selection; forms compact with offerors:
  • 12.
  • 13.
    Source Selection TypesBestValue Source Selections (vs Lowest Price):
  • 14.
  • 15.
    1: Min.Technically Acceptable (Pass/Fail)
  • 16.
    2: LowestPrice among Technically Acceptable
  • 17.
  • 18.
    1: Min.Technically Acceptable (Pass/Fail)
  • 19.
    2: Trade-offbetween Past Performance & Price Full Trade-Off (FTO) - 1 Step Trade-off between all 4 Factors Mission Capability/ Past ProposalPriceTech. AcceptabilityPerformanceRiskLow Price LPTA  +/-PPT  +/-  FTO    
  • 20.
  • 21.
    This evaluation providesfor two distinct but related assessments: the Mission Capability Technical Rating and the Mission Capability Risk Rating
  • 22.
    Evaluation ofofferor’s proposal against the Gov.’s minimum performance or capability requirements
  • 23.
    Proposal risk assessment - weaknesses associated with offeror’s proposed approach
  • 24.
  • 25.
    Assessment ofthe degree of confidence the USAF has in an offeror to provide products or services that meet the users’ needs (including cost and schedule) based on demonstrated record of performance
  • 26.