11-Professional Services Small Business Enterprise Rating Rubric 11.6.19.pdf
PDF 110 KB Posted
- Solicitation number
- RFQ 265X901171
- Issued by
- Hamilton County, Ohio
About this file
This document is a Small Business Enterprise (SBE) Participation Professional Services Rating Rubric established by MSD (Metropolitan Sewer District), applicable to the Owner's Advisor and Design Services contract for the Mercy West Advanced Treatment System project in Ohio. The rubric serves as the evaluation framework for assessing vendor proposals based on SBE participation commitments and documentation. MSD requires that all SBEs counted toward advertised participation goals must hold current certification from an MSD-approved agency at the time of proposal review. The rating criteria are divided into three primary categories: Achievement of the Advertised SBE Goal (maximum 10 points with up to 2 additional bonus points), RFP Subconsultant Utilization Plan documentation (maximum 5 points), and Statement of Intent to Contract and Perform forms (maximum 4 points with up to 1 additional bonus point for first-time SBE relationships or first-time prime contracts with MSD).
The evaluation framework establishes specific requirements for vendor compliance and documentation completeness. Vendors meeting the advertised SBE participation goal receive 10 points, with one additional point awarded for every 2 percent increase above the goal, not to exceed 2 bonus points. The Subconsultant Utilization Plan must list all proposed firms with their specific work types matching certified commodity codes and include precise percentage allocations for each subconsultant without ambiguous language. The Statement of Intent to Contract and Perform requires individual forms signed by representatives of each proposed SBE subconsultant, with accurate and complete completion of all required fields. Additional bonus points are available for vendors demonstrating first-time relationships with SBE subconsultants or for SBE vendors pursuing their first prime contract with MSD, provided the subconsultants' proposed scopes of work are deemed necessary to project delivery. Points may be deducted for incomplete or inaccurate form submissions, with scoring discretion retained by individual raters.
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Other files
| File | Type | Posted |
|---|---|---|
| 7-Att 5.docx | DOCX document | |
| 16-Corporate Resolution 2 Authorized to Sign - Instructions.pdf | ||
| 8-Affidavit of Accuracy Signature Page.docx | DOCX document | |
| 6-Att 1.docx | DOCX document | |
| 10-RFP-Q Subconsultant Utilization Plan.pdf.pdf | ||
| 1-Complete QQ 265x901171 - Att. 0-5 AA.docx | DOCX document | |
| 15-AFFIDAVIT CONCERNING AUTHORITY (template).docx | DOCX document | |
| 4-Att 2.docx | DOCX document | |
| 18-AMR Treatment at Mercy West Pump Station Initial Project Concept.pdf | ||
| 5-Att 4.docx | DOCX document | |
| 17-PA-Draft 2026.pdf | ||
| 3-Att 3.docx | DOCX document | |
| 14-AFFIDAVIT CONCERNING AUTHORITY (Instructions).pdf | ||
| 2-RFQ 265X901171.pdf | ||
| 12-CorporateResolution2AuthorizedtoSign.doc | DOC document | |
| 9-Att 0.docx | DOCX document | |
| 19-Mercy West PS - Drawings.pdf | ||
| 13-SBE Statement of Intent to Contract Perform.pdf.pdf |
Show all 18
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MSD SBE Participation Professional Services Rating Rubric Page 1
Updated 11/6/2019
Small Business Enterprise (SBE) Participation
Professional Services Rating Rubric
Selection Criteria
General
To count towards the advertised SBE participation goal during the proposal review process, a SBE must hold a current SBE certification from an MSD approved agency at the time of proposal review.
Points may be deducted if a requested form is incomplete and/or contains inaccuracies.
Scoring is at the discretion of the individual rater.
1. Achievement of the Advertised SBE Goal (Maximum 10 points; option for up to 2 additional points)
# Criteria
Advertised SBE Goal Met Example
Goal Met Goal Not Met
The vendor’s proposed certified SBE participation meets the advertised SBE participation goal. No points will be awarded if the goal is not met.
10 points 0 points
Advertised SBE Goal Exceeded Example
One additional point will be assigned for every 2% increase in proposed SBE utilization above the advertised SBE participation goal, not to exceed 2 points.
Proposed SBE subconsultant(s) must provide a scope of work MSD deems necessary to the project. The additional point(s) may not be awarded if it is determined that an SBE subconsultant’s scope of work is not necessary to the project and/or may be negotiated out of the final project agreement.
2% above advertised goal
1 additional point awarded
4% above advertised goal
2 additional points awarded
MSD SBE Participation Professional Services Rating Rubric Page 2
2. RFP/Q Subconsultant Utilization Plan (Statement of Intent to Utilize Firms) (Maximum 5 points)
# Criteria a.
Form Submitted with Proposal Example
Submitted Not Submitted
Form must be submitted with vendor’s proposal in order to receive points.
Up to 5 points 0 points b.
Submission of an Accurate and Complete Form
Example
All Criteria Met Some Criteria
Met
All requested fields on the form are fully and accurately completed.
5 points Less than 5 points c.
All Proposed Firms Disclosed Form lists all proposed subconsultant firms (both SBE and non-SBE certified).
d.
SBE Firms Certified to Perform the Type of Work / Supplier Listed A specific type of work / supplier must be listed for each proposed subconsultant.
Vendor should ensure that the type of work / supplier listed on the form for each SBE firm matches a commodity code listed on the SBE firm’s certification. Vendor may list specific commodity code(s) on the form.
e.
Specific Subconsultant Percentage Provided Form must include specific numeric percentage for each proposed subconsultant in order to receive points.
Does not include ambiguous language (i.e. To Be Determined or +/-).
MSD SBE Participation Professional Services Rating Rubric Page 3
3. Statement of Intent to Contract and Perform (Maximum 5 points)
# Criteria a.
Form(s) Submitted with Proposal Example
Form(s) Submitted
Form(s) Not Submitted
One form for each SBE subconsultant included in vendor’s proposal must be submitted with vendor’s proposal in order to receive points.
Up to 4 points 0 points b.
Submission of an Accurate and Complete Form for each SBE subconsultant
All Criteria Met
Some Criteria Met
All required fields on the form(s) are fully and accurately completed.
4 points Less than 4 points c.
SBE Subconsultant Signature Form signed by a representative of each proposed SBE subconsultant firm.
d.
First Time SBE Subconsultant Relationship or First Time SBE Prime
Example
First Time Opportunity
Not a First Time
Opportunity
One additional point will be assigned if the vendor’s proposal includes at least one SBE subconsultant who the vendor has never worked with OR the vendor’s proposal includes at least one SBE subconsultant who has never worked on an MSD project.
Proposed SBE subconsultant must provide a scope of work anticipated in the project delivery. The additional point may not be awarded if it is determined that the SBE subconsultant’s scope of work is not required by the project and/or may be negotiated out of the final project scope.
or
One additional point will be assigned to an SBE vendor who, if awarded the contract, would be awarded its first Prime contract with MSD.
Up to 1 point
0 points
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