8-Score Sheet - For Information Only.xls

XLS spreadsheet 91 KB Posted

Attached to
BB27-103, Medication Dispensing System
Solicitation number
BB27-103
Issued by
Utah

About this file

This file is an interactive evaluation scoresheet template developed by the State of Utah Division of Purchasing for Solicitation BB27-103, a Request for Proposal (RFP) for a medication dispensing system to be administered by the Department of Health and Human Services. The RFP seeks to procure parts, maintenance, support, and installation services for BD Pyxis Medication Dispensing Systems, with the anticipated result being a single contract award to the responsive and responsible vendor achieving the highest evaluation score. The contract term is five years, with vendors required to guarantee pricing for a minimum of one year.

The evaluation scoresheet establishes a scoring methodology allocating 70 percent of total points (700 points possible) to technical criteria and 30 percent (300 points possible) to cost, with a minimum technical score threshold of 60 percent (420 points) required for further consideration. Four primary technical evaluation criteria are weighted equally at 40 points each, addressing the vendor's ability to provide required equipment and MedStation units, demonstrate installation and maintenance capabilities within specified response times (24 hours for critical failures, 3 business days for routine repairs), provide qualified 24/7 technical support with remote diagnostics and on-site service, and document experience supporting BD Pyxis systems in healthcare or correctional facilities. Five mandatory minimum requirements must be satisfied before technical evaluation, including equipment provision, license maintenance, service response commitments, and qualified personnel availability. Cost points are calculated using a competitive formula whereby the lowest-cost proposer receives 100 percent of available cost points, with all other proposers receiving proportional points based on their price relative to the lowest proposal.

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Instructions

Instructions for Interactive Scoresheet
Description: The interactive scoresheet is designed as a tool to help the evaluation committee organize the minimum mandatory requirements and the scoreable technical criteria that will be used in the RFP. The scoresheet will be filled out in phases and upon completion will become the scoresheet that is published with the RFP and eventually used to score the offers. Data should be entered in shaded cells only. This scoresheet may need to be modified, such as adding more rows and adjusting formulas accordingly, to meet the needs of your RFP.
Identify Important Criteria
1. Begin by making a list of all criteria that is important to the eventual solution. The list can be done on the Interactive Scoresheet or any other program you are comfortable with, pen and paper included. The initial list should be a brainstorm. Consider items that would be important later in the life of the solution. For example, compatibility with existing technology, maintenance, service, scaleability, enterprise solutions, emerging technologies, etc.
Prioritize Important Criteria
2. When you feel the list is fairly comprehensive, begin to organize the list. You may choose to organize similar items into subcategories, but most importantly, prioritize the criteria by what is most important.
Identify "Pass - Fail" Criteria
3. Once you have identified all the criteria and their relative importance, consider which items are mandatory and can be scored with either a "Pass", meaning it meets the criteria, or "Fail", meaning it does not meet the criteria. These criteria can be used for Minimum Mandatory Requirements and an initial evaluation.
Insert Minimum Mandatory Requirements
4. Taking the list of criteria, put the Minimum Mandatory requirements in the section labeled "Minimum Mandatory Requirements". You can add lines by clicking on row 20 to highlight the row, right-clicking, and selecting Insert Row. Follow this procedure for any additional lines needed. You will have to fix row numbering and formatting if you insert additional rows.
Insert Technical Criteria
5. Copy Scoreable Technical Criteria items into the apprpriate section. You can add lines by clicking on row 46 to highlight the row, Right-clicking, and selecting Insert Row. Follow this procedure for any additional lines needed. You will have to fix row numbering and formatting if you insert additional rows.
Develop the RFP Scope of Work
6. It is now time to begin writing the "Detailed Scope of Work" and "Proposal Requirements and Company Qualifications" sections of the RFP. The "Detailed Scope of Work" section is designed to describe each task as carefully and with as much detail as possible. If appropriately done, it will produce responsive Proposals and ease the task of managing the project/contract.
Ensure All Scorable Criteria is Included in RFP
7. The "Proposal Requirements and Company Qualifications" section should spell out all of the items on the "Score Sheet". Begin with the "Minimum Mandatory" items and how the offeror will respond and meet the minimums. For example, if the scoresheet says, "Meets minimum wireless technology", this section will state what the minimum wireless technology is, and if necessary, how the offeror will demonstrate compliance. This could be done by stating in the response that the Offeror complies or providing some kind of documentation to establish compliance.
Identify RFP Page Numbers or Section Numbers for all Scoreable Criteria
8. As you address each one of the "Minimum Mandatory" and "Scoreable Technical Criteria", put the section and page number of the criteria explanation on the "Score Sheet" in the cells provided.
Identify Weights for All Scorable Criteria
9. Enter a weight for each "Scoreable Technical Criteria" in column J. The weight is used to identify the importance of the criteria to the project/contract. The weighting should clearly identify the priority of the "Scoreable Technical Criteria". For example, if you have the criteria "The solution should be blue to match our new furniture" and "The solution will sync with our legacy software", and one is more important than the other, you would identify that by the numbers assigned in the "Criteria Weight" column. For example, you could give weight assignments like the following: 1 and 2, 2 and 3, 1 and 4, or 1 and 6. Don't worry about assigning points. Just worry about the relative importance of each of the criteria against each other. This is important because if you weight one criteria of lesser importance the same as the most important criteria, then you could get a substandard solution.
Identify Required Minimum Technical Percentage
10. Enter the technical score minimum threshhold that has to be met to be considered for award.
Identify Cost Percentage
11. The last thing to consider before posting the Score Sheet is the percentage amount that will be used in scoring of the cost portion of the response. Cost has to equal a minimum of 30%. Please fill in the cell labeled "Percent of Total" at this time.
Filling out the RFP Score Sheet
12. When it is time to score the evaluations, first make a copy of the "Score Sheet" tab by right-clicking on the tab and selecting Move or Copy. There is a check box for Make a Copy and you can select where in the workbook you would like the page to be located. Make a sheet for every offer you will be evaluating.
Evaluate Proposals
13. Now is the time to evaluate the offers. First evaluate whether the offer meets each of the Minimum Mandatory Requirements. Use the drop down menu that appears in the cell for "Evaluation" when you click in the cell. If any of the Minimum Mandatory Requirements are not met, you do not need to continue your evaluation.
Proposals Passing Minimum Mandatory Requirements
14. For all offers that pass the Minimum Mandatory Requirements, proceed to the Scoreable Technical Criteria. Using the requirements written in the RFP and identified on the Score Sheet, evaluate each criteria on a scale of 1 - 5. The scale is included on the Score Sheet for your reference. When it is time to make an award recommendation, you will need to put together a Justification Statement. You will have the information you need if you fill these sections out while performing the evaluation.
Scoresheet Summary
15. The "Scoresheet Summary" tab may be used to make the evaluation score sheet that will be used at the Award Determination meeting. All committee members will have an opportunity to review scores before finalizing the technical scores. Some formulas can be used to facilitate this process, but those can only be written after it has been determined how many offers will be evaluated. For help on this please contact your Purchasing Agent.
Bonfire Posting
16. The "U3P Posting" tab illustrates the format to use for the scoresheet summary posted in U3P when the award is made. The Purchasing Agent will complete this information from the Scoresheet Summary grand totals. Firms that have been disqualified will not be included in the U3P Posting document.

Score Sheet

Medication Dispensing System
SOLICITATION # BB27-103
RFP EVALUATION SCORESHEET
DRAFT: This document is intended to be a draft and should not be returned to the Division of Purchasing. Please return this document to the evaluation committee chairperson
This document is not subject to GRAMA pursuant to Utah Administrative Code R33-7-702(2).
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 due 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 RequirementsRFP SectionEvaluation (Pass/Fail)
1Offer must provide and install BD Pyxis Medication Dispensing System equipment, including required MedStation units, auxiliary units, tower cabinets, refrigerators, biometric access, and dual-locking systems.
2Offer must maintain all required licenses.
3Offer must provide installation, preventive and corrective maintenance, software updates and patches, and repairs in accordance with manufacturer specifications, including response times of 24 hours for critical failures, 3 business days for routine repairs, and troubleshooting initiated within 4 hours.
4Offer must provide qualified personnel, 24/7 technical support via telephone and online access, remote diagnostics, on-site service.
5
6
0
Scoreable Technical CriteriaRFP SectionEvaluator Score (0-5)Criteria Weight% of Tech CriteriaPoints PossiblePoints
EarnedMinimum Required
1Offer should describe how they will provide the required BD Pyxis Medication Dispensing System equipment, including MedStation units, auxiliary units, towers, and refrigerators.4028.6%200.000.00
2Offer should describe how they demonstrate the ability to provide installation, preventive and corrective maintenance, software updates, and repairs within required response times.4028.6%200.000.00
3Offer should describe how they will provide qualified personnel and 24/7 technical support, including remote diagnostics and on-site service.4028.6%200.000.00
4Offer should describe how they have demonstrated experience supporting BD Pyxis Medication Dispensing Systems or similar automated medication dispensing systems in healthcare or correctional facilities.2014.3%100.000.00
50.0%0.000.00
60.0%0.000.00
70.0%0.000.00
80.0%0.000.00
90.0%0.000.00
100.0%0.000.00
110.0%0.000.00
120.0%0.000.00
130.0%0.000.00
140.0%0.000.00
150.0%0.000.00
160.0%0.000.00
170.0%0.000.00
180.0%0.000.00
190.0%0.000.00
200.0%0.000.00
210.0%0.000.00
220.0%0.000.00
230.0%0.000.00
100.0%700.000.000.00
Required Technical Point ThresholdRFP SectionMin PercentMin Points RequiredPoints EarnedPercent EarnedEvaluation
60%420.00.00.0%0
CostRFP SectionLow Cost OptionOffered CostPercent of TotalPoints PossiblePoints Earned
30%300.00.0
* 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. The formula to compute the points is: Cost Points x (Lowest Proposed Price/Proposed Price).
Total Evaluation PointsPercent of TotalPoints PossiblePoints Earned
Total Technical Evaluation Points70%700.00.0
Total Cost Evaluation Points30%300.00.0
Total Evaluation Points100%1,000.00.0

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 RequirementsOfferor AOfferor BOfferor COfferor DOfferor EOfferor FOfferor GOfferor HOfferor IOfferor JOfferor KOfferor LOfferor MOfferor NOfferor OOfferor POfferor QOfferor ROfferor SOfferor T
1
2
3
WeightTechnical ScoresOfferor AOfferor BOfferor COfferor DOfferor EOfferor FOfferor GOfferor HOfferor IOfferor JOfferor KOfferor LOfferor MOfferor NOfferor OOfferor POfferor QOfferor ROfferor SOfferor T
Criteria #1
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #1 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #2
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #2 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #3
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #3 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #4
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #4 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #5
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #5 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #6
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #6 - Total Points (Total Possible XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #7
Evaluator 1
Evaluator 2
Evaluator 3
Evaluator 4
Evaluator 5
Total Average Score0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Criteria #7 - Total Points (Total Possible Points = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Total Technical Points (Total Possible Points = XX) Minimum Threshold = XX0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Total Cost PointsCost ScoresOfferor AOfferor BOfferor COfferor DOfferor EOfferor FOfferor GOfferor HOfferor IOfferor JOfferor KOfferor LOfferor MOfferor NOfferor OOfferor POfferor QOfferor ROfferor SOfferor T
Cost
300.0Cost Points0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Score SummaryOfferor AOfferor BOfferor COfferor DOfferor EOfferor FOfferor GOfferor HOfferor IOfferor JOfferor KOfferor LOfferor MOfferor NOfferor OOfferor POfferor QOfferor ROfferor SOfferor T
Total Technical Points (Total Possible = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Total Cost Points (Total Possible = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Grand Total Points (Total Possible = XX)0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00

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