8-Attachment F - Score Sheet.xls

XLS spreadsheet 82 KB Posted Jul 15, 2025

Attached to: BB26-1 Subordinate Shared Appreciation Loan Program
Solicitation number: BB26-1
Issued by: Utah

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Written by GovTribe AI · Aug 28, 2025

This is a Score Sheet for the Subordinate Shared Appreciation Loan Program (Solicitation #BB26-1) issued by the State of Utah Division of Purchasing and the Department of Workforce Services. The RFP aims to award a single contract for a Subordinate Shared Appreciation Loan Program, with a contract length of 1 year and the option of 4 one-year renewals. The scoring methodology evaluates contractors on minimum mandatory requirements and technical criteria, including experience providing or purchasing loans, purchasing condominium construction liability insurance, mortgage loan experience, and documentation requirements.

The evaluation process requires contractors to be authorized to do business in Utah, be a non-profit or partner of a non-profit entity, and have secured a Letter of Interest or Commitment for a 3:1 ratio of private funds to Program funds. The scoring system uses a 0-5 point scale across various technical criteria, with a required technical point threshold of 70% (105 points out of 150 possible). Cost points will be calculated based on the lowest proposal price, with offerors whose prices are more than double the lowest price receiving zero points. The procurement seeks to align Program funds with the Utah Housing Corporation's First Time Homebuyer Program.

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Other files

File	Type	Posted
7-Attachment E - Contractor Questions.docx	DOCX document	Jul 15, 2025
10-Justification Statement - BB26-1.pdf	PDF	Jul 15, 2025
4-Attachment C - Scope of Work.docx	DOCX document	Jul 15, 2025
6-Attachment D - Policy.docx	DOCX document	Jul 15, 2025
3-Attachment A - Agency Contract Terms and Condition GS.docx.docx	DOCX document	Jul 15, 2025
9-Award Memo.pdf (1).pdf	PDF	Jul 15, 2025
1-Claim of Business Confidentiality Updated.pdf.pdf	PDF	Jul 15, 2025
2-Vendor Prerequisites - RFP Agency.pdf	PDF	Jul 15, 2025
5-Attachment B - DWS SUPPLEMENTAL TCs 9.11.24.docx	DOCX document	Jul 15, 2025

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Score Sheet

		Subordinate Shared Appreciation Loan Program
		SOLICITATION #BB26-1
		RFP EVALUATION SCORESHEET
					Score will be assigned as follows:
					0 = Fail, the proposal fails to address the requirements or criteria described in the RFP or cannot be assessed du to missing information
		Firm Name:			1 = Poor, the proposal inadequately addresses the requirements or criteria described in the RFP or cannot be assessed due to incomplete information
					2 = Unsatisfactory, the proposal addresses the requirements or criteria described in the RFP in an unsatisfactory manner
		Evaluator:			3 = Satisfactory, the proposal addresses all requirements or criteria described in the RFP in a minimum satisfactory manner
					4 = Good, the proposal addresses all requirements or criteria described in the RFP and in some respects exceeds them
		Date:			5 = Excellent, the proposal addresses and exceeds all of the requirements or criteria described in the RFP
		Minimum Mandatory Requirements		RFP Section	Evaluation (Pass/Fail)
		1	Contractor must be authorized to do business in the State of Utah as of the date of your response. Provide an affirmative statement that the Contractor complies with this requirement.
		2	Contractor must be a non-profit or partner of a non-profit entity.
		3	Contractor must have secured a Letter of Interest or Letter of Commitment for matching 3:1 ratio of private funds to Program funds.
		4	Contractor must have demonstrated professional experience providing or purchasing loans that meet the requirements for a Subordinate Loan.
		5	The Contractor must agree that the Department shall be the final authority in matters of policy, procedures and approval of any reports or plans.
		0
		Scoreable Technical Criteria		RFP Section	Evaluator Score (0-5)	Criteria Weight	% of Tech Criteria	Points Possible	Points
Earned	Minimum Required
			1. Contractor Experience
		1	1.1 Describe your experience providing or purchasing loans that meets the requirements for a Subordinate Loan as defined in Subordinate Shared Appreciation Loan Program Policy.			5	16.7%	25.0	0.0
		2	1.2 Does the Contractor have experience purchasing condominium construction liability insurance? If yes, describe your experience in detail.			6	20.0%	30.0	0.0
		3	1.3 Has the Contractor purchased or provided mortgage loans? If yes, describe your experience in detail.			6	20.0%	30.0	0.0
		4	1.4 Describe any important features that distinguish the Contractor’s qualifications and experience from others in the field.			5	16.7%	25.0	0.0
			2. Documentation Requirements
		5	2.1 Provide documentation as evidence of 3:1 matching funds (Letter of Interest, Letter of Commitment, or clearly delineated financial documents, or other as applicable).			5	16.7%	25.0	0.0
		6	2.2 Provide a Letter of Commitment to align and use Program funds in conjunction with the Utah Housing Corporation’s First Time Homebuyer Program, as applicable.			3	10.0%	15.0	0.0
							0.00%	150.0	0.0
		Required Technical Point Threshold		RFP Section	Min Percent	Min Points Required	Points Earned	Percent Earned	Evaluation
					70%	105.0	0.0	0.0%	0
			* Purchasing will use the following cost formula: The points assigned to each offerors cost proposal will be based on the lowest proposal price. The offeror with the lowest Proposed Price will receive 100% of the price points. All other offerors will receive a portion of the total cost points based on what percentage higher their Proposed Price is than the Lowest Proposed Price. An offeror whose Proposed Price is more than double (200%) the Lowest Proposed Price will receive no points. The formula to compute the points is: Cost Points x (2- Proposed Price/Lowest Proposed Price).
		Total Evaluation Points		Percent of Total	Points Possible	Points Earned
		Total Technical Evaluation Points		100%	150.0	0.0
		Total Cost Evaluation Points		0%	0.0	0.0
		Total Evaluation Points		100%	150.0	0.0

Scoresheet Summary

	XX##### Solicitation Name Scoresheet Summary
	Instructions:
	Enter the solicitation number and name.
	Enter each Offeror name.
	Enter the Criteria name for each category.
	Enter the Weight in column B that corresponds to the Criteria Weight on the Score Sheet tab column J for each criterion.
	Enter the Total Possible Points for each Criterion, Cost Points, and Score Summary section.
	Mandatory Minimum Requirements: Evaluate each offer and enter pass or fail
	Ensure that the number of evaluator lines matches the number of evaluators.
	Offers not meeting the Minimum Mandatory Requirements will not be evaluated further.
	Ensure that the Total Average Score formula includes all of the evaluator line items.
	Technical Scores: Enter each evaluator score for each offer.
	Signatures:	Date:
	Evaluator 1	__________________
	Evaluator 2	__________________
	Evaluator 3	__________________
	Evaluator 4	__________________
	Evaluator 5	__________________
	Minimum Mandatory Requirements	Offeror A	Offeror B	Offeror C	Offeror D	Offeror E	Offeror F	Offeror G	Offeror H	Offeror I	Offeror J	Offeror K	Offeror L	Offeror M	Offeror N	Offeror O	Offeror P	Offeror Q	Offeror R	Offeror S	Offeror T
1
2
3
Weight	Technical Scores	Offeror A	Offeror B	Offeror C	Offeror D	Offeror E	Offeror F	Offeror G	Offeror H	Offeror I	Offeror J	Offeror K	Offeror L	Offeror M	Offeror N	Offeror O	Offeror P	Offeror Q	Offeror R	Offeror S	Offeror T
	Criteria #1
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #1 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #2
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #2 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #3
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #3 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #4
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #4 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #5
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #5 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #6
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #6 - Total Points (Total Possible XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #7
	Evaluator 1
	Evaluator 2
	Evaluator 3
	Evaluator 4
	Evaluator 5
	Total Average Score	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Criteria #7 - Total Points (Total Possible Points = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Total Technical Points (Total Possible Points = XX) Minimum Threshold = XX	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Total Cost Points	Cost Scores	Offeror A	Offeror B	Offeror C	Offeror D	Offeror E	Offeror F	Offeror G	Offeror H	Offeror I	Offeror J	Offeror K	Offeror L	Offeror M	Offeror N	Offeror O	Offeror P	Offeror Q	Offeror R	Offeror S	Offeror T
	Cost
	Cost Points	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Score Summary	Offeror A	Offeror B	Offeror C	Offeror D	Offeror E	Offeror F	Offeror G	Offeror H	Offeror I	Offeror J	Offeror K	Offeror L	Offeror M	Offeror N	Offeror O	Offeror P	Offeror Q	Offeror R	Offeror S	Offeror T
	Total Technical Points (Total Possible = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Total Cost Points (Total Possible = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
	Grand Total Points (Total Possible = XX)	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0

U3P Posting

XX##### Solicitation Name Scoresheet Summary
Instructions:
Important Note: Do not post this entire document to Utah Public Procurement Place. This serves as a guide only. Develop a separate document to post on Utah Public Procurement Place so that the other Worksheet tabs are NOT included on your Utah Public Procurement Place Posting.
Enter the solicitation number and name.
Enter the name of the winning firm, but all other Offeror names will labeled alphabetically.
Enter the Grand Total Score (includes technical, interview, cost and all other
scores combined) for each Offeror.
Do not include the scores of Offerors who have been disqualified.
Offeror	Total Score
Company ABC
Offeror A
Offeror B
Offeror C

File details come from the government source that posted it. Updated Aug 28, 2025.