4-RFP V4 Evaluation and Selection Procedures.pdf

PDF 124 KB Posted

Attached to
Enterprise Asset Management (EAM) System
Solicitation number
26-2-16100
Issued by
Lasalle County, Illinois

About this file

This is an Evaluation and Selection Procedures document for the Agency for Community Transit's Enterprise Asset Management (EAM) System procurement in Illinois. The document outlines the best value selection process that will be used to evaluate and award the contract. The Agency will assess proposals based on a combination of technical merit, proposer experience and qualifications, and pricing factors to determine the most advantageous offer. Proposals will be kept confidential throughout the evaluation process, and the Owner reserves the right to select any proposal for award without discussions or negotiations, or to reject all proposals entirely. The evaluation will proceed through four sequential steps: an initial responsiveness review to ensure compliance with solicitation requirements, a detailed evaluation and scoring by an Evaluation Committee to establish the competitive range, potential interviews and discussions with qualified proposers, and finally a recommendation for contract award to the responsive and responsible proposer deemed most advantageous to the Owner.

The evaluation criteria are ranked by relative importance as follows: technical solution is the primary factor, followed by the proposer's experience, past performance, and personnel qualifications, and finally price, which will be scored based on the proposer's relationship to the lowest proposal price using the five-year base contract term pricing including fixed-price components and time-and-material not-to-exceed ceiling prices. The Owner may request Best and Final Offers (BAFOs) from proposers in the competitive range and reserves the right to waive minor errors or omissions that do not impede its ability to evaluate the firm's capabilities. The document clarifies that technical proposals of essentially equal merit may result in price becoming the deciding factor, and the Owner may award some, all, or none of the proposed additional features and services.

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1-RFP V1 Instructions to Proposers ACT.pdf PDF
3-RFP V2 Proposal Submittal Instructions ACT.pdf PDF
8-RFP V3 Proposal Reqs for Eval.xlsx XLSX spreadsheet
7-RFP V3 Traceability Matrix.xlsx XLSX spreadsheet
2-RFP V3 Registration with IDHR.pdf PDF
5-RFP V6 Scope of Work.pdf PDF
6-RFP V5 Sample Contract ACT.pdf PDF

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Agency for Community Transit RFP Volume 4 of 6

Evaluation and Selection Procedures Page 1 of 2

EVALUATION AND SELECTION PROCEDURES

1.1 Selection Procedures

The Owner intends to use the best value selection process for this procurement. A combination of technical, proposer experience and price factors will be used to determine the offer deemed most advantageous and of the greatest value. Proposals will be evaluated, negotiated, selected and any award made in accordance with the criteria and procedures described herein. The approach and procedures are those that are applicable to a competitive negotiated procurement whereby proposals are evaluated to determine which proposals are within a competitive range. Discussions and negotiations may then be carried out with proposers within the competitive range, after which Best and Final Offers (BAFOs) may be requested. However, the Owner may select a proposal for award without any discussions or negotiations or request for any BAFOs. Subject to the Owner’s right to reject any or all proposals, the proposer whose proposal is found to be most advantageous to the Owner shall be selected, based upon consideration of the evaluation criteria below.

Best value is a competitive, negotiated procurement process in which the Owner reserves the right to select the most advantageous offer by evaluating and comparing factors in addition to cost or price such that the Owner may acquire technical superiority even if it must pay a premium price. A “premium” is the difference between the price of the lowest priced proposal and the one that the Owner believes offers the best value. The term “best value” also means the expected outcome of an acquisition that, in the Owner’s estimation, provides the greatest overall benefit in response to the material requirements.

Proposals will not be publicly opened. All proposals and evaluations shall be kept strictly confidential throughout the evaluation, negotiation and selection process, except as otherwise required by applicable law. Only the members of the Evaluation Committee and other Owner officials, employees and agents having a legitimate interest shall be provided with access to the proposals and evaluation results during this period.

Step 1: Determination of Proposer’s Responsiveness / Initial Proposal Review

A responsive proposer complies with all material aspects of the solicitation, both as to the method and timeliness of submission, and as to the substance of any resulting contract. No points are assigned during this stage of the evaluation. Submittals that do not comply with the material terms and conditions of the solicitation may be rejected as non-responsive. The Owner reserves the right to waive minor errors, omissions, or technicalities as determined to be in the best interest of the Owner and that does not impede the Owner’s ability to evaluate the responding firm’s quality of work, experience, and/or its ability to perform the requested work.

Step 2: Evaluation of Submitted Proposals

All proposals determined to be responsive will be evaluated and scored by an Evaluation Committee, which may include employees and/or agents of the Owner. This Committee will carry out the detailed evaluations, including establishing the competitive range.

Step 3: Interviews, Discussion, and Negotiations

The Evaluation Committee will determine whether acceptance of the most favorable initial proposal without discussion is appropriate, or whether interviews and/or discussions should be conducted with all proposers within the competitive range.

If the Committee determines it is in the best interest of the Owner to enter into negotiations with proposers in the competitive range, the Committee will submit, only to the proposers in the competitive range, questions regarding their proposals which it feels are appropriate for discussion or which need additional clarification.

Proposers shall be prepared to respond, in writing, to all questions within the time frame provided by the Committee. If deemed necessary by the Committee, oral interviews, discussions, and or on-site demonstrations with proposer(s) may be required.

Each proposer remaining within the competitive range at the close of negotiations may be allowed to submit a final supplement call a “best and final offer”.

Agency for Community Transit RFP Volume 4 of 6

Evaluation and Selection Procedures Page 2 of 2

Step 4: Contract Award

A recommendation to award a contract, if any, to the responsive and responsible Proposer found to be the most advantageous and of greatest value, will be made to the Owner’s board. Accordingly, the Owner may not necessarily make an award to the Proposer with the highest technical ranking nor award to the Proposer with the lowest price if doing so would not be in the overall best interest of the Owner. The Owner may award some, all, or none of the Proposer additional features / services that are offered.

1.2 Evaluation Criteria

The following criteria are listed by their relative order of importance by which proposals will be evaluated and ranked for the purposes of determining any competitive range and making any selection of a proposal for a potential award. As proposals are considered by the Owner to be more equal in their technical merit, the evaluated proposer experience and price become more important so that when technical proposals are evaluated as essentially equal, price may be the deciding factor.

1. Technical solution

2. Proposer’s experience, past performance, and qualifications of personnel assigned to the project

3. Price. Points will be assigned based on the Proposer’s price relationship to the lowest proposal price.

The Proposer’s proposal price will be the 5-year base contract term price (fixed-price components and the time-and-material components not-to-exceed ceiling price).

[End of document]

1.1 Selection Procedures
1.2 Evaluation Criteria

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