Attachment H - Eval Criteria.pdf

4050 Esplanade Way

Tallahassee, FL 32399-0950

Ron DeSantis, Governor J. Todd Inman, Secretary

ATTACHMENT H – EVALUATION CRITERIA AND SCORING OF

REPLIES

INVITATION TO NEGOTIATE

FOR

ELEVATOR PREVENTATIVE MAINTENANCE, REPAIR,

INSPECTION, AND TESTING SERVICES

ITN NO. DMS-21/22-198

THE STATE OF FLORIDA

DEPARTMENT OF MANAGEMENT SERVICES

ITN No. DMS-21/22-198 Elevator Preventative Maintenance, Repair, Inspection, and Testing Services Page 2 of 7

OVERVIEW

For the purposes of evaluation and scoring, Replies are divided into two (2) categories, Technical Reply and Financial Reply. An evaluation team will be established to independently review and evaluate Technical Replies received for this solicitation. The Procurement Officer will review and calculate Financial Replies for this solicitation. The following shows the maximum number of points that may be awarded by category:

CATEGORY 1 – TECHNICAL REPLY (TAB 3) 70 POINTS

CATEGORY 2 – FINANCIAL REPLY (TAB 4) 30 POINTS

CATEGORY 1. TECHNICAL REPLY (MAXIMUM 70 POINTS)

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

Technical Reply Sections Available Points

A. Industry Experience 10

B. Current Contracts 15

C. Approach to Scope of Work 20

D. Project Team 25

Total Available Points for Technical Reply 70

Using the assessment scale below, the evaluators will assign scores of zero (0) to five (5) based on the quality of each section of the Technical Reply.

Assessment of Technical Reply 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 inadequately 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.

Adequate

The response adequately addresses the question and demonstrates Respondent has sufficient experience and/or ability in performing the required services related to the requirement.

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Excellent

The response extensively addresses the question and demonstrates 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 related to the requirement. The response indicates Respondent would provide exceptionally enhanced value to the State.

Technical Reply Questions Respondents shall provide a response for each section below regarding, A) Industry Experience, B) Current Contracts, C) Approach to the Scope of Work, and D) Project Team. Each evaluator will independently review each Responsive Respondent’s Technical Reply. Each evaluator will independently award points in accordance with the outlined Evaluation Criteria, below.

A. Industry Experience (0 – 10 Points)

The Respondent shall provide a narrative detailing the company’s experience, including a description of the company and the company’s years of experience, and capabilities in providing services consistent with those required in Attachment A – Scope of Work.

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

Evaluation Criteria Maximum Possible Score

Has the Respondent demonstrated via the Technical Reply that it has sufficient experience to fulfill the requirements of Attachment A – Scope of Work?

Has the Respondent demonstrated via the Technical Reply that it has sufficient capabilities to fulfill the requirements of Attachment A – Scope of Work?

Total Points Possible for Industry Experience 10

B. Current Contracts (0 – 15 Points)

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 name of the entity the Respondent is providing services to, a description of the type of elevator preventive maintenance, repair, inspection, and testing services performed by the Respondent, and the volume of services provided by the Respondent.

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

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Evaluation Criteria Maximum Possible

Score

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

Does the duration of the listed contracts demonstrate the ability to provide consistent services over the length of any awarded contract and any renewal? 5

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

Total Points Possible for Current Contracts 15

C. Approach to the Scope of Work (0 – 20 Points) The Respondent shall provide a narrative describing its approach to accomplishing Section 3, Attachment A – Scope of Work and meet the goals of the ITN.

The Respondent shall identify the Region(s) the Respondent has submitted pricing for and provide detail regarding the company’s regional presence within each Region for which it wishes to be considered for award. For each Region bid, Respondent should provide equipment locations, service offices, and the location of each in comparison to the Facilities within the applicable Region(s) the Respondent has submitted pricing for.

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

Possible

Score How well does the Respondent’s Reply demonstrate its approach to the Scope of Work? 5

How well does the Respondent’s Reply demonstrate why its approach is the best solution for the State? 5

How well does the Respondent’s Reply demonstrate its ability to address and meet the goals of the ITN? 5

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How well does the Respondent’s Reply demonstrate its ability to respond timely to service calls and emergency calls based on its equipment locations, service offices, and the location of each in comparison to the Facilities listed on Attachment C – Facility List, within the applicable Region(s) the Respondent has submitted pricing for in order to demonstrate its ability to accomplish the Section 3 of Attachment A – Scope of Work in those Region(s)?

Total Points Possible for Approach to Scope of Work 20

D. Project Team (0 – 25 Points) The Respondent shall provide a resume for each main point of contact located in the State of Florida within the Respondent’s company, including the individual who will serve as the Contractor Administrator as set forth in Attachment A – Scope of Work Section 3.14

Each resume should provide the point of contact’s name, title, licenses and/or certifications, years of experience, and years of service with the Respondent. The Respondent shall 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, and the licenses and/or certifications that each project team member holds.

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

Possible

Score

How well do the resumes of the project team demonstrate Respondent’s company’s ability to provide the services detailed in the Scope of Work? 5

How well does the collective experience of the project team demonstrate Respondent’s company’s ability to provide the services detailed in the Scope of Work?

How well has Respondent demonstrated the company’s ability to provide a main point of contact located in the State of Florida to serve as the Contractor Administrator that has the ability to work with service technicians, and perform billing and invoicing?

How well has Respondent demonstrated its project team members hold the necessary certifications and licenses that, at a minimum, meet the requirements in Attachment A – Scope of Work, and demonstrated the ability to provide a level of competency needed to respond to issues and questions from the Department?

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How well does the Respondent’s Reply demonstrate the number and location of Service Technicians available within the Region(s) for which it wishes to be considered for award to respond to Service Calls and provide the services required in Attachment A – Scope of Work?

Total Points Possible for Project Team 25

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

CATEGORY 2. FINANCIAL REPLY (MAXIMUM 30 POINTS)

For each Region for which Respondents wish to be considered for award, the Respondent shall complete and submit an associated Financial Reply. Respondents shall submit pricing for year one of the initial term, and year one of the renewal term for each Region pricing is provided.

Respondent’s Financial Reply shall consist solely of a completed Attachment G – Price Sheet.

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

Z (Respondent’s Financial Reply Score per Region) = (W+X+Y) x 30

Where:

A = Sum of Lowest Monthly Pricing per Region for Initial Year 1 B = Sum of Respondent’s Monthly Pricing per Region for Initial Year 1 C = Sum of Lowest Monthly Pricing per Region for Renewal Year 1 D = Sum of Respondent’s Monthly Pricing per Region for Renewal Year 1

W (Respondent’s Score for Combined Initial and Renewal Monthly Pricing per Region) = [(A/B) x .50] + [C/D) x .20]

E = Sum of Lowest Hourly Pricing per Region for Initial Year 1 F = Sum of Respondent’s Hourly Pricing per Region for Initial Year 1 G = Sum of Lowest Hourly Pricing per Region for Renewal Year 1 H = Sum of Respondent’s Hourly Pricing per Region for Renewal Year 1

X (Respondent’s Score for Combined Initial and Renewal Hourly Pricing per Region) = [(E/F) x .14] + [G/H) x .06]

I = Lowest Percentage Markup per Region for Initial Year 1 J = Respondent’s Percentage Markup per Region for Initial Year 1 K = Lowest Percentage Markup Region for Renewal Year 1 L = Respondent’s Percentage Markup per Region for Renewal Year 1

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Y (Respondent’s Score for Combined Initial and Renewal Percentage Markup per Region)

[(1+I)/(1+J) x .07] + [(1+K)/(1+L) x .03

Only pricing included on Attachment G – Price Sheet will be considered in these calculations.

The Procurement Officer will combine the Respondent’s total final Technical Reply score with the Respondent’s applicable Financial Reply score for a Region to obtain the Respondent’s final combined score for the Region, which will be used by the Department to establish a competitive range of Replies reasonably susceptible of award.

Prices for each Contract year will be subsequently negotiated during the negotiation phase of this solicitation. Respondent's submitted prices are anticipated to be the maximum prices for year one of the initial term, and year one of the optional renewal term. During the negotiation phase, pricing submitted with the Reply may be reduced during negotiations but should not be raised unless the increase is reflected in the BAFO and is directly related to changes in offered services in the BAFO and as negotiated in accordance with this ITN.