7-Evaulation Scoresheet USBE-JB26216-RFP.xlsx

This is an evaluation scoresheet for a Request for Proposals (RFP) issued by the Utah State Board of Education (USBE) to select a Scholarship Granting Organization (SGO) to administer the special needs scholarship program under Utah Code 53E-7-4-1 et seq. and Board Rule R277-626-1 et seq. The RFP solicitation number is USBE-JB26216-RFP, and the resulting contract will be awarded to a single responsive and responsible offeror with the highest evaluation score. The contract term is five years, with USBE reserving the right to terminate at any time in accordance with the State of Utah Standard Terms and Conditions. The evaluation process consists of three stages: Stage 1 contains nine mandatory minimum requirements covering incorporation documentation, IRS 501(c)(3) status, student eligibility and award methodology, scholarship application processes, FBI Rapback system enrollment, performance rating compliance, reporting requirements, conflict of interest confirmation, and fiscal soundness documentation. Stage 2 comprises scoreable technical criteria weighted across two categories—Experience & Qualification (15.4% combined weight) and Solution (69.3% combined weight)—with a total of 650 possible points and a minimum passing threshold of 487.5 points (75%). Stage 3 consists of an optional presentation component at USBE's discretion with a maximum of 50 points and a 75% minimum passing threshold of 37.5 points.

The evaluation framework uses a 0-10 scoring scale where 0 indicates the proposed solution does not meet requirements, 5 indicates satisfactory meeting of requirements, and 10 indicates the solution measurably exceeds requirements and expectations. Offerors must demonstrate experience and qualifications of key personnel and board members, fiscal soundness through either three years of similar state performance, audited financial statements, or performance bond capability, and submit a comprehensive implementation plan addressing management, marketing, conflict of interest, and data protection. Critical scoring elements include the methodology for verifying student eligibility and award allocation (100 points), the scholarship application and award process (100 points), the implementation plan (150 points), and the plan for compliance with restricted fund use and financial responsibilities under UCA 53E-7-405 (200 points). All mandatory Stage 1 requirements must be satisfied on a pass/fail basis before technical scoring occurs, and offerors must maintain compliance with FBI Rapback system monitoring, quarterly and semi-annual reporting schedules, and performance violation provisions throughout the contract period.