Understanding Proposal Evaluations an Ongoing Series

Rick Agopsowicz

April 2, 2021

Working in the world of government proposals can be both an exciting and rewarding experience. However, it’s far from simple – especially when you look at proposal evaluations. Understanding the intricacies of proposal evaluations is vital if you’re working in any stage of the proposal preparation or evaluation process. This is why we’ve partnered with the Public Contracting Institute (PCI) to make and in-depth, college-level virtual class series: Understanding Proposal Evaluations.

Latest Class: Socioeconomic Evaluations


Socio-Economic considerations are never far from a contracting agency’s thinking when awarding government contracts. As evidenced by FAR Part 19, Congress has decided that the contracting process should foster various social goals and, as a result, the socio-economic status of contractors (e.g., small businesses, minority-owned, women-owned, 8(a)s, SDBs, HuBZones, ANCs, veteran-owned, service-disabled veteran-owned) is evaluated as part of contract award. In some instances, contracting agencies set-aside procurements for certain groups, and the resulting evaluation must decide if the contractor meets the status requirement.

In other instances (especially where the procurement is not set-aside), the contracting agency may establish a socio-economic consideration factor/apportionment and evaluate the extent to which the offeror (large or small) proposes to promote the interests of socio-economic groups through contract performance. The extent to which an offeror meets or exceeds a solicitation’s socio-economic requirements can mean the difference between winning and losing a contract. But do contractors understand how to maximize their chances for success in this part of their proposal? How do Government personnel perform a proper evaluation? This virtual class is for both contractor and agency personnel who want, or need, to have a better understanding of the socio-economic evaluation process.

“Rick is one of the most informative and engaging Professors at PCI”

PCI Member

This virtual class will provide discussions around the following topics:

  • Review the statutory and regulatory provisions affecting socio-economic evaluations.
  • Examine when and why socio-economic evaluations are necessary.
  • Analyze the types of information offerors need to provide as part of their socio-economic proposals.
  • Explain the difference between a small business subcontracting plan and a small business participation plan.
  • Understand what a socio-economic evaluation is to achieve or accomplish.
  • Discuss the merits of socio-economic goals in solicitations and contracts.
  • Explain the role of the small business advocate in the socio-economic evaluation process.
  • Discuss various socio-economic evaluation schemes which can be used.
  • Analyze common socio-economic evaluation mistakes.

Please join Rick and the PCI team for this informative class on understanding Socioeconomic Evaluations. Sign up by clicking here. Hope to see you in class!

Full Class List

February 11: Technical and Management Evaluations

February 25: Price Evaluations

March 11: Past Performance Evaluations

March 25: Cost Realism Evaluations

April 8: Key Personnel Evaluations

April 22: Socioeconomic Evaluations

May 13: Responsibility Evaluations