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Table of Contents
Table of Contents ................................................................................................................................... 4
Section A – Guidance ............................................................................................................................. 6
1.1 Introduction ......................................................................................................................................................................... 6
1.2 Purpose ................................................................................................................................................................................ 6
1.3 Responsibility for Completing Evaluations ......................................................................................................................... 6
1.4 Evaluation Methodology ..................................................................................................................................................... 7
1.5 Uses of Summary Data ........................................................................................................................................................ 8
1.6 Successor-in-Interest/Change-of-Name/Novation ............................................................................................................... 8
Section B - Applicability and Scope ....................................................................................................... 9
2.1 Business Sectors and Dollar Thresholds .............................................................................................................................. 9
2.2 Single-Agency Indefinite-Delivery Contracts (except for those listed in paragraph 2.2.1 below) ..................................... 9
2.2.1 Orders Placed Against another Agency’s Indefinite Delivery Vehicle (IDV), Including Federal Supply Schedules (FSS),
Government Wide Acquisition Contracts (GWAC), and Multiple Agency Contracts (MAC) .......................................... 10
2.3 Basic Ordering Agreements (BOAs) and Blanket Purchase Agreements (BPAs) ............................................................ 11
2.4 Express Reports ................................................................................................................................................................. 11
2.5 Joint Ventures (FAR 4.102) ............................................................................................................................................... 11
2.6 Contractor Team Arrangements (CTAs) ............................................................................................................................ 11
2.7 Classified and Special Access Programs (SAPs) ............................................................................................................... 11
2.8 Section 8(a) Direct Awards (FAR PART 19) ..................................................................................................................... 12
2.9 Awards under the Randolph-Sheppard Act (RSA) to a State Licensing Agency (SLA) ..................................................... 12
2.10 Awards to the Canadian Commercial Corporation (CCC) ................................................................................................. 12
2.11 Awards under the AbilityOne Program .............................................................................................................................. 13
2.12 Undefinitized Contractual Actions (UCAs)........................................................................................................................ 13
2.13 Subcontractor Evaluations ................................................................................................................................................. 13
2.14 Contracts/Orders Written by Other Agencies ..................................................................................................................... 13
Section C – Responsibilities Assigned ................................................................................................. 14
3.1 Federal Agencies ............................................................................................................................................................... 14
3.2 Department Point of Contact.............................................................................................................................................. 14
3.3 Agency Point of Contact .................................................................................................................................................... 14
3.4 Contracting or Requiring Office ........................................................................................................................................ 15
3.5 Roles and Responsibilities ................................................................................................................................................. 15
3.5.1 Focal Point ........................................................................................................................................................................ 15
3.5.2 Alternate Focal Point ......................................................................................................................................................... 16
3.5.3 Assessing Official Representative (AOR) .......................................................................................................................... 16
3.5.4 Assessing Official (AO) ..................................................................................................................................................... 17
3.5.5 Designated Contractor Representative ............................................................................................................................... 18
3.5.6 Reviewing Official (RO) .................................................................................................................................................... 18
Section D – Timeline and Workflow ................................................................................................... 19
4.1 Timeline and Workflow Overview .................................................................................................................................... 19
4.2 Contract Registration ......................................................................................................................................................... 19
4.2.1 Important Note Regarding Auto Register Function............................................................................................................ 19
4.3 Enter Proposed Ratings and Narratives .............................................................................................................................. 19
4.4 Validate Ratings and Narratives ......................................................................................................................................... 19
4.5 Contractor Comments ........................................................................................................................................................ 19
4.6 Review Contractor Comments/Close ................................................................................................................................. 20
4.7 Reviewing Official Comments/Close ................................................................................................................................. 20
4.8 Evaluation Timeframe ....................................................................................................................................................... 20
4.9 Timeline............................................................................................................................................................................. 21
4.9.1 Timeline Continued ........................................................................................................................................................... 22
4.10 Workflow .......................................................................................................................................................................... 23
Table 1 – Business Sector, Dollar Threshold and Reviewing Official ............................................... 24
Business Sector............................................................................................................................................................................. 24
Dollar Threshold1 ......................................................................................................................................................................... 24
Reviewing Official2 ..................................................................................................................................................................... 24
Section E – Frequency of Reporting for Contracts and Orders and Types of Reports ................. 25
5.1 Past Performance Reporting Requirement: Compliance and Quality Information .............................................................. 25