Attachment G - Evaluation Criteria Scoring of Proposals.pdf

4050 Esplanade Way

Tallahassee, FL 32399-0950

Ron DeSantis, Governor Pedro Allende, Secretary

ATTACHMENT G – EVALUATION CRITERIA AND

SCORING OF PROPOSALS

REQUEST FOR PROPOSALS

FOR

BUILDING AUTOMATION SYSTEMS SERVICES

RFP NO. DMS-24/25-176

THE STATE OF FLORIDA

DEPARTMENT OF MANAGEMENT SERVICES

RFP No. DMS-24/25-176 Building Automation Systems Services Page 2 of 6

OVERVIEW

For the purposes of evaluation and scoring, Proposals are divided into two (2) categories, Technical Response and Financial Response. The Respondent shall specify the Region(s) for which the Respondent is submitting a Proposal for. Evaluators will be selected to independently review, evaluate, and score Technical Responses received from responsive and responsible Respondents for this solicitation in accordance with the criteria set forth herein. The Procurement Officer will review and calculate Financial Responses from responsive and responsible Respondents for this solicitation. Respondents will be evaluated and scored for each Region for which they are submitting a Proposal. The following shows the maximum number of points that may be awarded by category:

CATEGORY 1 – TECHNICAL RESPONSE (TAB 3) 60 POINTS

CATEGORY 2 – FINANCIAL RESPONSE (TAB 4) 40 POINTS

CATEGORY 1. TECHNICAL RESPONSE (MAXIMUM 60 POINTS)

A Technical Response will be evaluated utilizing the following sections and may be assessed a maximum number of points for a Region as set forth below:

Technical Response Sections Available Points

A. Industry Experience 10

B. Current Contracts 10

C. Approach to Scope of Work 20

D. Project Team 20

Total Available Points for Technical Response 60

Using the assessment scale below, the evaluators will assign scores of zero (0) to five (5) based on the quality of the response for a Region to each Technical Response question and the applicable evaluation criteria.

Assessment of Technical Response

Assessment Criteria Evaluator Score

Inadequate The response does not address the question or does not demonstrate Respondent has experience and/or ability to perform the required services.

Unsatisfactory The response ineffectively addresses the question or demonstrates Respondent has very limited experience and/or ability to perform the required services.

Poor The response minimally addresses the question or demonstrates Respondent has limited experience and/or ability to perform the required services.

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Adequate The response adequately addresses the question and demonstrates Respondent has sufficient experience and/or ability to perform the required services.

Excellent

The response extensively addresses the question and demonstrates Respondent has exceptional experience and/or ability to perform the required services. The response indicates Respondent would provide enhanced value to the State.

Superior

The response exhaustively addresses the question and demonstrates Respondent has extraordinary experience and/or ability to perform the required services. The response indicates Respondent would provide exceptionally enhanced value to the State.

Technical Response Questions Respondents shall address each question below in their Technical Response regarding, A) Industry Experience, B) Current Contracts, C) Approach to the Scope of Work, and D) Project Team for the Region(s) the Respondent is submitting a Proposal for. Each evaluator will independently review each responsive Respondent’s Technical Response for each Region separately and award points for a Region using the above assessment criteria to evaluate the quality of the response to each Technical Response question and the applicable evaluation criteria.

A. Industry Experience (0 – 10 Points)

For the Region(s) Respondent is submitting a Proposal for, provide a narrative detailing the number of years the company has been operating in the industry, specific experience with Tridium Niagara building automation system (BAS) components, protocols, and integration capabilities, and a description of the company’s expertise with relevant BAS software platforms and service tools required to provide services required in Attachment A – Scope of Work.

Evaluators will consider the following to award points for a Region for Industry Experience:

Evaluation Criteria Points Weight

Factor Maximum

Possible Score

Does the Technical Response clearly demonstrate that the Respondent has sufficient experience with the BAS to meet the requirements specified in Attachment A – Scope of Work?

5 x 1 = 5

Does the Technical Response effectively demonstrated expertise with relevant software platforms and service tools required to fulfill the requirements outline in Attachment A – Scope of Work?

5 x 1 = 5

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Total Points Possible for Industry Experience 10

B. Current Contracts (0 – 10 Points)

For the Region(s) Respondent is submitting a Proposal for, provide a summary of Respondent’s largest current contracts (preferably at least three (3) contracts) where the Respondent is providing similar services as a Contractor, subcontractor, or partner, excluding any DMS contracts. The summary should include the following information: contract duration, contract name, contract value, the scope of services provided under the contract, the name of the entity the Respondent is providing services to, and the volume of services provided by the Respondent.

Evaluators will consider the following to award points for a Region for Current Contracts:

Factor Maximum

Possible Score

Does the scope of services provided by the Respondent regarding current contracts demonstrate the company’s ability to provide services similar to those detailed in Attachment A – Scope of Work?

5 x 1 = 5

Does the volume of services provided in the listed contracts demonstrate the Respondent is capable of providing the services required in the Scope of Work?

5 x 1 = 5

Total Points Possible for Current Contracts 10

C. Approach to the Scope of Work (0 – 20 Points) For the Region(s) Respondent is submitting a Proposal for, the Respondent shall provide a narrative that demonstrates its ability to effectively troubleshoot and resolve complex BAS issues and provide detailed information on the availability and allocation of qualified personnel to deliver the required services in the corresponding Region(s).

Evaluators will consider the following to award points for a Region for the Approach to the Scope of Work:

Factor

Maximum Possible

Score Does the Technical Response demonstrate the Respondent’s capability to effectively troubleshoot and resolve complex BAS issues?

5 x 2 = 10

Does the Technical Response demonstrate the availability of qualified personnel for each Region the Respondent is submitting a Proposal for?

5 x 2 = 10

Total Points Possible for Approach to Scope of Work 20

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D. Project Team (0 – 20 Points) For the Region(s) Respondent is submitting a Proposal for, the Respondent shall provide a resume and copies of Niagara 4 Certifications and required licenses (see Section 9.1 of Attachment A – Scope of Work) for each employee that the Contractor will employ to provide the services in Attachment A – Scope of Work, including the Respondent’s representative who will serve as a main point of contact for this Contract. Clearly identify the “Project Team” per each Region that Respondent is submitting a Proposal for. If the Contractor will utilize subcontractors, the subcontractor’s employee(s) providing services under this contract must also have Niagara certifications and must provide copies of those certifications.

Each resume should include the individual’s name, title, licenses and/or certifications, years of experience, and years of service working with the Respondent. The Contractor must also provide a narrative of their project team which shall include a list of each team member and identify which Region(s) the team members are anticipated to perform services within, a summary of the project teams’ collective years of experience providing services like those listed in the Scope of Work.

Evaluators will consider the following to award points for a Region for the Respondent’s Project Team:

Factor

Maximum Possible

Score How effectively do the collective resumes and narrative of the project team demonstrate Respondent’s ability to provide the services detailed in the Scope of Work for the Region?

5 x 1 = 5

How effectively do the individual resumes and narrative demonstrate the Respondent’s ability to provide the services detailed in the Scope of Work for the Region?

5 x 1 = 5

How well has Respondent demonstrated that its project team members hold the necessary certifications to meet the requirements in Attachment A – Scope of Work for the Region?

10 x 2 = 10

Total Points Possible for Project Team 20

Calculation of Total Technical Response Score for a Region For each Respondent, the Procurement Officer will calculate each evaluator’s overall score for a Region proposed by the Respondent by adding all points awarded by the evaluator for a Region for that Respondent. The Procurement Officer will then add all evaluator overall scores for a Respondent for a Region together and divide by the number of evaluators to calculate that Respondent’s total Technical Response score for that Region. The total Technical Response for a Region score will be rounded to the nearest hundredth decimal point.

CATEGORY 2. FINANCIAL RESPONSE (MAXIMUM 40 POINTS)

Respondent’s Financial Response shall consist solely of a completed Attachment D – Price Sheet. For each Region the Respondent wishes to be considered for award, the Respondent shall

Building Automation Systems Services Page 6 of 6 provide hourly pricing, by labor class, for each year of the initial and renewal term. The Respondent shall complete the Attachment D – Price Sheet in accordance with the instructions on the attachment.

The Procurement Officer will be responsible for reviewing the Respondent’s Financial Response and calculating and awarding points, per Region, as follows:

Respondent’s Financial Response Score per Region = [(A/B) x .60] + [(C/D) x .20] +[(E/F) x .10) x 40

Where:

A = Sum of the Lowest “Total Combined Price Initial Term” for the Initial Term for the Region being scored B = Sum of Respondent’s “Total Combined Price Initial Term” for the Initial Term for the Region being scored C = Sum of “Total Combined Price Renewal Term” for the Renewal Term for the Region being scored D = Sum of Respondent’s “Total Combined Price by Renewal Term” for the Renewal Term being scored E = Respondent’s “Standard Parts Discount Off List Price” Percentage F = Highest “Standard Parts Discount Off List Price” Percentage

Only pricing included on the Attachment D – Price Sheet applicable Region tab will be considered in these calculations.

The Procurement Officer will combine the Respondent’s total Technical Response score for a Region with the Respondent’s Financial Response score for a Region to obtain the Respondent’s final combined score for the Region.