UFC 4-214-02
24 July 2003
superintendent and Quality Control Officer or other individuals associated with the management of the
contract. For design areas, only the designers of record will be included.
7-3.5 Narrative Approach Information. The offerors will provide narrative information which addresses
the project, the home office support, the resources available to this project, and an organizational chart.
This information should also demonstrate the proposers knowledge and capability in the design build
arena and his knowledge and capability to utilize fast track design-build procedures.
7-3.6 Other Sources. Section 00120 shall include language to make the contractor aware that the
Government will use other sources of performance/capability information. Typically those sources could
include ACCASS, CCASS, owner references, owner interviews, and direct knowledge.
ACCASS and
CCASS ratings will be assembled by the Contract Specialist and provided to the Phase I evaluation team
at the initial meeting.
The evaluation team shall review the materials available for evaluation and
determine the need and extent for owner interviews and contacts with previous clients identified by the
proposers.
If the evaluation team decides to perform telephonic interviews, the same individuals shall
make all reference calls and provide feedback on each to the entire group.
It is important that this
function not be delegated to multiple individuals since each individual will inherently have a different
evaluation experience in this highly subjective area.
7-3.6.1 Telephonic Interviews: Where possible, it is recommended that the entire evaluation team
participate in the in the interviews through a speaker phone.
A single "spokesperson" would be
identified but all team members would hear the same information and be given an opportunity to ask any
questions of the interviewees.
7-3.7 This evaluation process must include complete documentation on all ratings which are defendable
and represent a significant or important aspect of the proposal or package. Since offerors face potential
elimination from further competition at the completion of this stage, the CS and the PA/PE shall make
certain that sufficient information is contained in the selection memorandum to support the selection of
the contractors (up to five) who go forward and the elimination of those who will not continue to Phase 2.
7-3.8 Evaluation factor weights shall be described in terms of adjectives.
In no case shall numerical or
percentage scores be used in this process.
7-4 PROPOSAL EVALUATION PROCESS
7-4.1 The proposal evaluation process includes several key elements which are necessary to ensure
success of the project and conformance with the Source Selection Plan. These same steps shall be
accomplished in both Phase 1 and Phase 2 evaluations. These basic steps are as follows:
7-4.2 Conduct Training. Training should be provided for all staff who will participate in the evaluation of
the proposals. This training shall center on the definition of the design build process and familiarity with
the specific solicitation. The training will explain the overall evaluation process and stress to the
participants the importance of comments and documentation of each proposal's strengths, weaknesses,
and risks.
7-4.3 Perform Initial Screening of Proposals. Upon receipt of proposals, the Contract Specialist shall
conduct an initial screening of the proposals to ascertain if the proposal includes all the information and
material required. Proposals which do not include the necessary information or provide the correct
number of copies may be excluded from consideration.
7-4.4 Identify and Document Proposal Ambiguities and Inadequate Substantiation. Evaluators shall
review the proposals to identify ambiguous language or areas where the Offeror has not provided
sufficient information to allow a quality evaluation and rating to be accomplished.
Instances shall
immediately be discussed with the PDT Contract Specialist for instructions on procedures.
7-3