4-Evaluation Process and Scoring Criteria.pdf
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- Attached to
- 26P-053 Long Range Tourism Plan 2027-2031
- Solicitation number
- 26-053
- Issued by
- Marion County, Orlando City, Florida
About this file
This is an Evaluation Process and Scoring Criteria document for the Ocala/Marion County Visitors and Convention Bureau (OMCVCB), a Marion County, Florida government department, regarding the procurement of consulting services to develop a Long-Range Tourism Plan for fiscal years 2027-2031. The OMCVCB seeks to engage a consulting firm to create a comprehensive strategic tourism plan using proven methodology and framework similar to the previous FY 2024-2026 plan, which was developed by MMGY NEXTFactor. The consultant will build upon the successes of the current plan while addressing emerging opportunities and challenges in the destination. The evaluation process allows for award decisions based solely on written proposals or may include oral presentations at the County's discretion. If oral presentations are required, the Evaluation Committee will create a shortlist of highest-scoring proposers and schedule presentations within two weeks of the initial evaluation meeting. Key personnel, including the project manager and lead team members, must attend presentations either in-person or via teleconference unless otherwise agreed. The initial Evaluation Committee Meeting is open to the public under Florida's Government in the Sunshine Law, though oral presentation meetings are closed to the public except for the presenting firm.
Proposals will be evaluated on a 100-point scale using five primary criteria: Firm Qualification and Experience (25 points), Project Team (15 points), Technical Approach and Methodology (25 points), Quality of Sample Work Products and References (15 points), and Cost Proposal (20 points). Evaluators will assign scores of 0 to 5 for each criterion, with 5 representing exceptional performance and 0 indicating non-responsive or unacceptable submissions. Scoring definitions range from "Non-Responsive" (0) to "Excellent" (5), with scores of 3 or higher considered acceptable. The proposal must include a minimum of three sample projects from the past five years with associated client references demonstrating comparable work experience. Cost proposals will be evaluated for clarity, completeness, reasonableness, transparency, and overall value to the project, emphasizing both fiscal responsibility and project quality.
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SCORING CRITERIA
Firm Qualification and Experience (25%) Max Points This category evaluates the firm’s background, relevant tourism or DMO planning experience, and knowledge of Florida’s tourism environment. Strong proposals will show successful work with projects of similar scale, use of tools like DestinationNEXT, and a solid understanding of local and state tourism operations.
Project Team (15%) Scoring will reflect the experience and roles of key personnel, including the project manager and lead consultant. Reviewers will look for a well-balanced team with clear responsibilities, relevant certifications, and a proven record of collaboration on similar projects.
Technical Approach and Methodology (25%)
The consultant’s approach will be rated on understanding of project goals, clarity of methods, and use of well-defined research and planning tools. Innovation, stakeholder engagement, and sound quality control will enhance scoring. The project timeline will be evaluated as part of this category to ensure the schedule is logical and achievable.
Quality of Sample Work Products and References (15%)
A minimum of three sample projects from the past five years and associated references to those projects must be submitted. These materials will be evaluated for quality, relevance, and client satisfaction. Strong examples and positive references from comparable work will demonstrate the consultant’s ability to deliver professional, effective, and well-presented results.
Cost Proposal (20%)
Costs will be evaluated for clarity, completeness, and overall value to the project.
Reviewers will consider whether pricing is reasonable, transparent, and aligned with the proposed level of effort. Competitive and well-structured cost proposals that demonstrate strong value for the investment will receive higher scores, emphasizing fiscal responsibility alongside project quality.
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 0 to 5 for each criterion, with 5 representing the highest performance. Each score will then be multiplied by the corresponding weight assigned to the criterion to calculate its total weighted score. The total scores for all criteria will be summed to determine the overall score. The overall score for each evaluator will be summed to determine the overall total score and final ranking for each proposer.
SCORE RATING DEFINITIONS
0 Non-Responsive Included no information on subject criteria; unacceptable
1 Poor Indicated responses, but indecipherable or incomplete for subject criteria;
unacceptable
2 Fair Contained adequate information, but information is less than required of subject criteria; unacceptable
3 Average Average - Included minimum information requested in subject criteria;
acceptable
4 Good Response was thorough and complete for subject criteria; acceptable
5 Excellent Response exceeds requested criteria; exceptional resources, staff, materials, etc.; excellent
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