6-FA RFSQ Score Sheet.pdf

This is an evaluation and scoring criteria sheet for a Request for Statements of Qualifications (RFSQ) issued by the State of Utah Division of Purchasing on behalf of Utah Charter Academies, Inc. (UCA), a major charter school network operating seven schools with an eighth in development. UCA seeks a Municipal Advisory firm to provide financial advising services under a value-based selection process pursuant to Utah Procurement Code 63G-6a Part 15. The selected vendor will be the highest-ranked respondent invited to negotiate contract terms at fair and reasonable compensation; if negotiations fail with the top-ranked firm, the state may proceed with the next highest-ranked vendor. The procurement focuses on identifying an elite firm capable of managing UCA's sophisticated and complex financing structure involving multiple schools and intricate pledged versus non-pledged revenue mechanisms.

The evaluation criteria weight experience with large Utah networks most heavily at 45 percent, with priority given to demonstrated history with UCA or similar-scale operations. Personnel and continuity accounts for 35 percent of the scoring, specifically evaluating the lead advisor's familiarity with UCA's financial history and board policies. Technical approach to UCA's structure comprises 10 percent of the evaluation, assessing the vendor's understanding of the "Pledged Schools" mechanism that differentiates UCA's financing model. References from large-scale Utah charter boards represent the final 10 percent of scoring criteria. Vendors must submit statements of qualifications without pricing information, either through the Bonfire platform or via email to dsharette@apamail.org.