AE Evaluation Form-Template 2-2023.1.pdf
PDF 168 KB Posted
- Solicitation number
- RFSQ-15346
- Issued by
- Leon County, Florida
About this file
This is an Architect-Engineer Evaluation Form template from the Florida Department of Management Services Division of Real Estate Development and Management, designed for evaluating professional services firms submitting qualifications for state projects. The form establishes a standardized scoring methodology for preliminary and interview evaluations of qualified applicants. The preliminary evaluation component assesses firms based on five criteria: location to the proposed project site (rated 0-10 points), volume of Department of Management Services and other state agency work (0-3 points), current workload of professional and technical staff (0-3 points), relevant design experience and ability (0-24 points), and overall ability to perform contract delivery (0-10 points), for a total preliminary score of 50 points. Applicants advancing to the interview phase are evaluated across four additional criteria: understanding of program and project requirements (0-20 points), approach and methodology (0-25 points), past performance references (0-5 points), and current workload assessment (0-5 points), generating a total interview score of 50 points, with selection committee members rating each criterion on a performance scale ranging from A+ (non-compliant/zero points) through C- (below expectation).
The evaluation form accommodates various project cost thresholds in the volume-of-work assessment, distinguishing between projects under $1,000,000 and those exceeding $3,000,000, while distance ratings extend from 0-9 points based on proximity to the project site, with closer proximity receiving higher scores. The template includes sections for committee member signatures, remarks, fee and billable office staff documentation, continuation contract designations, and accommodation for applicants selected for interview proceeding to negotiation. The form does not specify contract values, funding sources, or set-aside requirements, functioning instead as a standardized evaluation instrument applicable across diverse Department of Management Services procurements.
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Text version
Department of Management Services Division of Real Estate Development and Management
Architect-Engineer Evaluation Form
A C D E H J K L M N O P Q R S T U A - No. 2 on PQS B - No. 4 on PQS
Selection Committee Members: C - No. 4 on PQS D - No. 4 on PQS E - No. 5 on PQS
Typed Name Signature F - No. 5 on PQS G - No. 5 on PQS H - No. 5 on PQS
Typed Name Signature I - No. 5 on PQS J - Location to Proposed Project-Table A K - Volume of DMS + Agency Work-Table B
Typed Name Signature L - Current Workload-Table C M - Experience & Ability N - Ability to Perform
Typed Name Signature O - Total For Preliminary P - Applicants for Interview Q - Relevant Project References
Typed Name Signature R - Understanding Program & Requirement S - Approach & Method T - Total For Interview
Typed Name Signature
10 3 3 24 10 50 Y/N 5 25 20 50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
For Continuing Contracts For Projects over $4M & All Studies Miles from the Project Miles from the Project
801-900 901-1,000 1,001 +0
10000-100 101-200 201-300 301-400 401-500 501-600 601-700 701-800
301-350 351-400 401-450
501 +
Location Table A
Rating
00-50 51-100 101-150 151-200 201-250 251-300
Points(Column "D" Equals) $0.00 - $1,000,000.00
To ta l f or
In te rv ie w (n on c um ul at iv e)
Fa ct or ed
F ee
Bi lla bl e O ffi ce
S ta ff
Relevant Design Experience
U nd er st an di ng P ro gr am
R eq ui re m en ts
Fa ct or ed
F ee
Bi lla bl e O ffi ce
S ta ff
REMARKS
Ability to Perform Contract Delivery
N um be r o f A ct iv e
Pr oj ec t
To ta l F or
P re lim in ar y
(n on c um ul at iv e)
R el ev an t D es ig n
Ex pe rie nc e
C ur re nt
W or kl oa d
G
Pr ev io us
F ee
V ol um e fo r D
M S
St at e
Ag en cy W or k
DATA
F
M ile s Fr om P ro je ct S ite
To ta l F ee s / B illa bl e O ffi ce
S ta ff
I
U - CCNA Negotiation Order
Ap pl ic an ts fo r I nt er vi ew
Y e s or N o
C C
N A
N eg ot ia tio n
O rd er
Lo ca tio n to P ro po se d
Pr oj ec t
Rating
Ab ilit y to
P er fo rm
C on tra ct
D el iv er y
RFQ APPLICANTS (alphabetical order)
Su bt ot al
F ee s R em ai ni ng
Due Date for Interview Evaluation: Fee Volume Current Workload
Su bt ot al
F ee s on
H ol d
Bi lla bl e
O ffi ce S ta ff
Project Number:
Project Name:
RFQ NUMBER:
Project Location:
DMS & Other State Agency Fee Volume
Bi lla bl e
O ffi ce S ta ff
The graph below is completed by the Construction Procurement Liaison / Selection Committee Members should use the Preliminary Evalaution and Interview Evaluation boxes below (page 2).
Volume of DMS and other Agency Work - Table B
Ap pr oa ch
M et ho do lo gy
Pa st
P er fo rm an ce
R ef er en ce s
Interview
Location Table B
Due Date for Preliminary Evaluation:
Preliminary List
B
$1,000,001 - $2,000,000.00 2 $2,000,001 - $3,000,000.00 1
Above $3,000,000.00 0
Current Workload - Table C Current Workload / Professional & Technical Staff
Points(Column "I" Equals) $0.00 - $150,000.00 3
$150,001.00 - $225,000.00 2 $225,001 - $300,000.00 1
PRELIMINARY EVALUATION - Selection Committee to complete
451-500
Above $300,000.00 0
Form PD12 Revised 05/2022 1 of 2
Department of Management Services Division of Real Estate Development and Management
Architect-Engineer Evaluation Form
24 10 3 3
0 (ZERO)
10 = A+ 9 = A 8 = A- 7 = B+ 6 = B 5 = B- 4 = C+ 3 = C 2 = C-
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
5 25 Number on Committee 3 3
0 (ZERO)
25 = A+ 23 = A 21 = A- 19 = B+ 17 = B 15 = B- 14 = C+ 13 = C 12 = C-
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3 =C BELOW
EXPECTATION
0 (ZERO) NON-COMPLIANT
ABOVE
EXPECTATION5 = A
4 = B MEETS
EXPECTATION
ABOVE
EXPECTATION
20 = A+ 19 = A
0 0
A ve ra ge
S co re
A ve ra ge
S co re
NON-COMPLIANT0 (ZERO)
22 = A
12 = C+
24 = A+
ABOVE
EXPECTATION
Number on Committee
MEETS EXPECTATION 16 = B
BELOW
EXPECTATION
14 = B-
0 00 0
Available Points (Highest Score)
Past Performance References Available Points (Highest Score)
Approach & Methodology
0 A ve ra ge
S co re
0 0 0
14 = C+
0 0
15 = B
12 = C- 0 0
Understanding Program & Project Requirements INTERVIEW EVALUATION - Selection Committee to complete
BELOW
EXPECTATION
BELOW
EXPECTATION
13 = C
16 = B 17 = B+
ABOVE
EXPECTATION
Available Points (Highest Score)
0 0
S ub to ta l:
Number on Committee
NON-COMPLIANT0 (ZERO)
18 = A
0 A ve ra ge
S co re
MEETS
EXPECTATION
18 = B+
10 = C 8 = C- 0 S ub to ta l:
20 = A-
Available Points (Highest Score)
Number on Committee
BELOW EXPECTATION
ABOVE EXPECTATION
Number on Committee
NON-COMPLIANT
MEETS
EXPECTATION
NON-COMPLIANT
S ub to ta l:
Available Points (Highest Score)
A ve ra ge
S co re
S ub to ta l:
00 S ub to ta l:
MEETS
EXPECTATION
Form PD12 Revised 05/2022 2 of 2
Prof Serv Eval Form - PD 12
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