Attachment_14-Sample_Technical_Proposal_Score_Sheet_VI.docx
DOCX document 64 KB Posted
- Attached to
- RFP - 25SS0022 - Financial Governance
- Solicitation number
- 0000039397
- Issued by
- California
About this file
This is a Sample Technical Proposal Score Sheet for RFP Number 25SS0022 issued by the California Department of State Hospitals in conjunction with the California Department of Veterans Affairs (CalVet). The RFP seeks Financial Governance consultation services to support the benefit and care of Veterans Home Residents. The proposal evaluation utilizes a comprehensive scoring rubric with specific criteria and point allocations to assess contractor qualifications and cost proposals.
The technical evaluation framework comprises ten scored categories totaling 195 possible points. Categories include experience in developing financial governance structures, healthcare billing processes with Medicare and private payers, California state budget processes, and work with California medical care facilities (each worth 10 points); experience with electronic record and medical records systems (10 points); proposed organizational structure (10 points); financial strategy to achieve goals (15 points); training development and presentation experience (10 points); references (20 points); and cost proposal (60 points). Scoring within each category is stratified into three tiers—Superior, Satisfactory, and Unsatisfactory—with corresponding point ranges. Superior ratings generally require 5 or more years of relevant experience, while Satisfactory ratings require 3-5 years, with specific exceptions for electronic records experience requiring only 1+ years or 6+ months respectively. The cost evaluation awards the maximum 60 points to the lowest cost proposal, with other proposals scored proportionally based on their cost relative to the lowest bid.
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Text version
Department of State Hospitals RFP Number: XX-XXXXX-000
ATTACHMENT 14 25SS0022
Sample Proposal Score Sheet
Administrative Evaluation
| Administrative Evaluation |
| Pass |
| Fail |
Technical Proposal Evaluation
| A. EXPERINCE IN DEVELOPING FINANCIAL GOVERANCE STRUCTURE |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements (5+ Years of Experience) Satisfactory – Meets minimum requirements (3 – 5 Years of Experience) Unsatisfactory – Does Not Meet minimum requirements (>3 Years of Experience) 7-10 2-6 0-1
| B. EXPERINCE IN DEVELOPING HEALTHCARE BILLING PROCESS WITH MEDICARE MEDICAL AND PRIVATE PAYERS |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements (5+ Years of Experience) Satisfactory – Meets minimum requirements (3 – 5 Years of Experience) Unsatisfactory – Does Not Meet minimum requirements (>3 Years of Experience) 7-10
| C. EXPERINCE IN THE STATE OF CALIFORNIA BUDGET PROCESS |
| Maximum Points Possible |
Superior – Exceeds minimum requirements (5+ Years of Experience) Satisfactory – Meets minimum requirements (3 – 5 Years of Experience) Unsatisfactory – Does Not Meet minimum requirements (>3 Years of Experience) 7-10
| D. EXPERIENCE IN WORKING WITH MEDICAL CARE FACILIITIES IN CALIFORNIA |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements 5+ Years of Experience Satisfactory – Meets minimum requirements 3 – 5 Years of Experience Unsatisfactory – Does not meet minimum requirements >3 Years of Experience 7-10
| E. EXPERIENCE OF WORKING WITH AN ELECTRONIC RECORD SYSTEM AND AN ELECTRONIC MEDICAL RECORDS SYSTEM |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements 1+ Years of Experience Satisfactory – Meets minimum requirements 6+ Month of Experience Unsatisfactory – Does not meet minimum requirements >6 Months of Experience 6-10 3-6 0-2
| F. PROPOSED ORGANIZATIONAL STRUCTURE |
| Maximum Points Possible |
Points Awarded
Superior – Clear and thorough proposed organizational structure defining support and ancillary staff responsibilities, liaisons to CalVet, and defined reporting relationships, duties and responsibilities of the Key Personnel Satisfactory – Organizational structure defined with sufficient staff allocation to address the scope of services Unsatisfactory – Organizational structure that cannot address the scope of services
7-10
| G. EXPERIENCE IN FINANCIAL STRATEGY TO ACHIEVE GOALS |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements – clearly defines above average strategy with innovative solutions, which details timeline and approach Satisfactory – Meets minimum requirements – clearly understands the agreement requirements and provides a clearly defined strategy which details timeline and approach Unsatisfactory – Does Not minimum requirements – does not meet the agreement requirements nor clearly define approach 10-15 5-10 0-5
| H. EXPERIENCE IN DEVELOPING AND PRESENTING TRAIINGS |
| Maximum Points Possible |
Points Awarded
Superior – Exceeds minimum requirements – clearly defines above average strategy with innovative solutions, which details timeline and approach Satisfactory – Meets minimum requirements – clearly understands the agreement requirements and provides a clearly defined strategy which details timeline and approach Unsatisfactory – Does Not minimum requirements – does not meet the agreement requirements nor clearly define approach 7-10
I. REFERENCES
Maximum Points Possible Total Points Awarded
Superior – Exceeds minimum requirements – references provided mirror the scope of this agreement and are complete and complementary Satisfactory – Meets minimum requirements – references provided are similar to the scope of this agreement and are complete and complementary Unsatisfactory – Does Not Meet minimum requirements – references are dissimilar to the scope of this agreement and/or are incomplete or derogatory
15-20 7-14 0-6
J. COST
Maximum Points Possible Total Points Awarded
Lowest Cost Proposal X 60 Other Cost Proposal
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