1-C. 21Q-184 EVALUATION PROCESS AND SCORING CRITERIA.pdf

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Attached to
21Q-184 Pre-Qualified Rehab Contractors
Solicitation number
21-184
Issued by
Marion County, Florida

About this file

This document contains the evaluation process and scoring criteria for Marion County Community Services Department's pre-qualified general contractor panel under the SHIP & HOMES Rehab Program. The solicitation (21Q-184) seeks to establish an exclusive panel of pre-qualified contractors to provide residential rehabilitation services, including six standardized services: Roof Replacement, HVAC Replacement, Domestic Well Replacement, Septic System Replacement, Handicapped Accessibility (Doorways), and Electrical Panel Upgrade. Projects are limited to $75,000 per project. The evaluation process includes both written proposal submission and potential oral presentations. The County reserves the right to award based solely on written proposals or to conduct oral presentations with a shortlist of highest-scored proposers. If oral presentations are held, they must occur within two weeks of the initial evaluation meeting, and the proposer's Project Manager and key team members must participate in-person or via teleconference. The initial evaluation committee meeting is open to the public, while subsequent oral presentation meetings are closed to the public under Florida's Government in the Sunshine Law.

All submissions are evaluated using a pass/fail scoring methodology across ten evaluation criteria: Statement of Interest and Introduction, Company/Firm Personnel Qualifications & Licenses, Client's Detailed Description of Experience in Residential and/or Rehabilitation, Proof of Firm's Location and Ability to Do Business in Florida, W-9 submission, Description of Firm's Professional & Support Staff, Three Construction References, Three Business References (with at least one banking reference), Conflict of Interest Statement, and Disclosure of Subcontractors and Suppliers. Additional information is optional and not required for evaluation. Firms must demonstrate relevant background and experience, provide proof of Florida business authorization, submit insurance documentation, and furnish references from previous construction or rehabilitation projects. The highest cumulative score among evaluation committee members determines the recommended first-ranked proposer, with subsequent rankings assigned accordingly.

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SCORING CRITERIA

A. STATEMENT OF INTEREST AND INTRODUCTION

The firm must submit a cover letter that summarizes its relevant background and experience aligned with the work proposed by Marion County Community Services Department. The letter should demonstrate the contractor’s commitment to the current rehabilitation programs and their role in providing related contracting services. It must also include the submitting organization's name and a designated contact person with complete contact information, including an email address

PASS / FAIL

B. COMPANY/FIRM PERSONNEL QUALIFICATIONS & LICENSES

The firm provided evidence of the qualifications listed under Qualifications of Contractor, including but not limited to copies of all licenses and certificates of insurance for workers compensation, general liability and builders risk insurance

PASS / FAIL

C. CLIENT’S DETAILED DESCRIPTION OF EXPERIENCE IN RESIDENTIAL AND/OR

REHABILITATION

The firm provided a detailed description of experience in residential property construction and/or rehabilitation projects. PASS / FAIL

D. PROOF OF FIRM’S LOCATION AND ABILITY TO DO BUSINESS IN THE STATE OF FLORIDA

The firm provided proof of firm entity location (tangible tax listing, firm license or registration on www.sunbiz.org, or other type of location documentation). Firm provided proof of their ability to do business in the state of Florida.

PASS / FAIL

E. W-9

The firm provided a copy of their W-9 PASS / FAIL

F. DESCRIPTION OF FIRM’S PROFESSIONAL & SUPPORT STAFF

The firm provided a description of its organizational structure, specifying the number of professional and support staff. If deemed relevant, the firm may also upload employee resumes to support their qualifications.

PASS / FAIL

G. THREE (3) CONSTRUCTION REFERENCES

The firm provided at least three (3) references, including contact information, for similar construction or rehabilitation projects completed for public or private entities. PASS / FAIL

H. THREE (3) BUSINESS REFERENCES

The firm provided at least three (3) business references, including contact information, related to business relationships. At least one reference should be a banking reference to substantiate financial ability.

PASS / FAIL

I. ADDITIONAL INFORMATION – NOT REQUIRED

The firm may include in this Tab, and information that they feel would strengthen their application qualifications. NOT REQUIRED

J. CONFLICT OF INTEREST STATEMENT

http://www.sunbiz.org/

The firm has completed the required Conflict of Interest Statement located in “Files” and uploaded the completed form. PASS / FAIL

K. DISCLOSURE OF SUBCONTRACTORS AND SUPPLIER

The firm has completed the required Disclosure of Subcontractors and Supplier form located in “Files” and uploaded the completed form. PASS / FAIL

EVALUATION PROCESS AND SCORING CRITERIA

1. EVALUATION PROCESS

1.1. Proposers will be evaluated using the criteria and methodology set forth below.

1.2. Proposers submitting a response to this solicitation may be required to give an oral presentation to County representatives to clarify or respond to additional questions relating to the proposals received.

1.3. These questions are not the sole determining factor in the ranking criteria for oral presentations but rather are simply used to help clarify or provide any additional information needed related to the written proposals. The decision whether to have oral presentations will be made during the initial Evaluation Committee Meeting, unless otherwise indicated in the solicitation. The County’s request for an oral presentation shall in no way constitute acceptance of a proposal or imply that an agreement is pending.

1.4. The County does specifically reserve the right to award a contract to provide the services specified herein based on the initial written proposals submitted without oral presentations. If no oral presentation is required, the recommendation for award will be based on the numerical score assigned to each proposal based on the criteria listed below.

The highest numerical score of all the Proposers, when all Evaluation Committee member scores are added together, will be the recommended first ranked Proposer. The second highest score will be the recommended second rank Proposer, and so on.

1.5. Should the Evaluation Committee elect to hear oral presentations, it has the discretion to create a shortlist of Proposers based on the numerical scores assigned to each proposal received and to request presentations from only the highest scored Proposers. The oral presentations may need to be scheduled within two (2) weeks after the Evaluation Meeting. The Proposer’s Project Manager and any key team members specific to this Project must be present at the oral presentation, either in-person or via teleconference, unless otherwise agreed to by the County. The County’s request for an oral presentation shall in no way constitute acceptance of a proposal or imply that a contract is pending.

1.6. Should an oral presentation be requested, the numeric rankings previously determined by the Evaluation Committee on the written proposals (Phase 1) will not be considered, and the short-listed firms will all be evaluated anew (Phase 2) based on a new set of evaluation criteria to be provided to the short-listed firms in writing, with their presentation invitation;

with one exception, that the location points from Phase 1 will be carried forward. Following the oral presentations, the short-listed firms will be scored according to the published criterion. The Respondent with the highest cumulative score for all criteria (Phase 2) will be ranked number 1 and so on, in consecutive numerical order for purposes of recommendation for award. The Evaluation Committee specifically reserves the right to determine the overall ranking for each criterion, whether presented on or not at oral presentations, on its cumulative knowledge of the Respondent obtained from the information previously provided in the written proposals, with the additional clarification questions and information supplied at the oral presentations.

1.7. Under Florida’s Government in the Sunshine Law, the initial Evaluation Committee Meeting is open for the public to attend. Participation, however, is limited to the committee members. If the Evaluation Committee elects to hear oral presentations, the subsequent Evaluation Committee Meetings at which such presentations are made are closed to the public under the Government in the Sunshine Law (pursuant to s.286.0113, Fla.Stat.) and only the presenting firm may attend and present. The Evaluation Committee’s post oral presentation discussions where the proposals are ranked are open to the public.

2. SCORING CRITERIA

All submissions received in response to this solicitation will be evaluated based on the scoring guidelines outlined below. Evaluators will assign a score of PASS or FAIL for each criterion, with PASS representing the highest performance.

SCORE RATING DEFINITIONS

PASS PASS The firm included information requested and required.

FAIL FAIL The firm was not responsive or did not include requested documents.

EVALUATION PROCESS AND SCORING CRITERIA
2. SCORING CRITERIA

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