UFC 4-721-11.1
26 Nov 01
APPENDIX A
PHASE 1 EVALUATION MANUAL
1.
GENERAL
The purpose of this document is to establish a uniform evaluation procedure for Phase 1 of the solicitation
based on contractually defined criteria. The Evaluation Team will evaluate each proposal individually using
the qualitative/quantitative procedures which follow. Each proposal will be reviewed and rated by each of the
evaluators. During this process, discrepancies between evaluations will be discussed and resolved within
the team. Following the completion of the individual evaluations, a consensus evaluation will be derived.
The results of this consensus evaluation will determine which proposals proceed into Phase 2 of the
solicitation process.
2.
EVALUATION PROCEDURES.
a. Security. Each evaluator is responsible for maintaining security of offerors' proposals and Government
evaluation documents. No material is permitted to be removed from the evaluation room during the
evaluation or after completion of the evaluation. The evaluation room will be locked when not in use.
Proposals are not to be discussed outside of the evaluation room.
b. Procurement Integrity and Non-disclosure. Evaluators must sign a non-disclosure statement as required
by the procurement integrity regulations. This also applies to anyone who looks at the proposals, even if not
actually involved in the evaluation process.
c. Written Comments. Written comments are required of each evaluator identifying the
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\ strengths,
weaknesses, deficiencies, and uncertainties /1/ of each proposal on the rating worksheets. These
comments are essential to the Contract Specialist (CS) in preparing the Phase 1 Selection Memorandum,
and debriefing of unsuccessful offerors.
d. Additional Information. Additional information may be needed to complete the evaluation process, or to
assure that all proposals in the competitive range are conforming to the Request for Proposals (RFP). The
Contracting Division will request the information or clarification be provided by the offeror in writing.
e. Prior to beginning the review or evaluation of any of the Offeror's proposals, the evaluators must
familiarize themselves with the solicitation statement of work, proposal submission requirements (Section
00110) and the proposal evaluation criteria (Section 00120).
f. Evaluators shall review and evaluate all proposals independently. No discussions of proposals between
the evaluators shall take place before the final consensus discussions.
g. Substitutions for evaluators will not be allowed once the evaluation process has begun. No consensus
sessions may be held unless all evaluators are present as well as the non-rating board Chairperson.
3.
PROPOSAL REQUIREMENTS
a. Section 00110, Proposal Submission requirements identifies all the necessary submittal information to be
included in the Contractor proposals. Proposals that reach the evaluation stage have passed an initial
Contracting Division review to assure that they are complete and responsive. All proposals that are provided
to the evaluation team must be evaluated and rated.
b. Past Performance Questionnaires. Each proposal shall include at least three completed questionnaires
from previous offeror projects. If more than three questionnaires have been returned the evaluation team
shall determine which three questionnaires are to be evaluated. If less than three questionnaires have been
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