Attachment+1+Technical+Proposal+Evaluation.docx

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Attached to
Janitorial Services, Bismarck Facilities
Solicitation number
720-26-002
Issued by
Burleigh County, North Dakota

About this file

This is a Technical Proposal Evaluation Worksheet from the State of North Dakota Procurement Office designed to assess responsive proposals for a state and local contract opportunity. The worksheet provides standardized evaluation criteria and scoring methodologies for the Evaluation Committee to assess offeror proposals against RFP requirements. The evaluation process requires committee members to read all proposals twice—first for general understanding without scoring, then for detailed evaluation with documentation. Evaluators must assign scores based on specific evaluation criteria rather than individual questions, provide supporting comments for all scores, and may adjust initial scores following discussions with offerors, clarifications, demonstrations, presentations, reference checks, and Best and Final Offers. The total evaluation is scored on a 100-point scale, with the Scope of Work Strategy weighted at 30 points and Experience and Qualifications weighted at 20 points.

The worksheet includes detailed rating scales for each evaluation criterion with point ranges and explanatory descriptions. For Scope of Work Strategy, evaluators assess proposal adherence to instructions, identification of applicable directives, strategy description, timeline feasibility, state resource expectations, contractor-furnished property and services, commercial equipment specifications, project management approach, work schedule compliance, cleaning start times, daily cleaning hour requirements, and Friday cleaning day designation. For Experience and Qualifications, evaluators assess minimum experience demonstration, firm establishment and historical performance, project team organization and composition, staff resumes and credentials, subcontractor qualifications when applicable, vacation and absence coverage plans, and reference check results. Cost proposals are scored separately by the Procurement Officer or selected evaluators after technical evaluation is complete, with consideration given to reciprocal preference for out-of-state offerors. Evaluation documents become public records upon award, and evaluators must certify the absence of conflicts of interest in accordance with North Dakota Administrative Code 4-12-04-04.

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ATTACHMENT 1

TECHNICAL PROPOSAL EVALUATION WORKSHEET

Proposals that are determined to be responsive to the requirements of the RFP will be evaluated by the Evaluation Committee using the evaluation criteria stated in the RFP. For assistance with RFP evaluations, contact the State Procurement Office at infospo@nd.gov or 701-328-2740.

· If a group evaluation is conducted, the Evaluation Committee will produce one worksheet that summarizes the comments and scores. If individual scores are being compiled, each member of the Evaluation Committee will prepare an evaluation worksheet with their comments and scores.

· Evaluation Committee members must read the Request for Proposal and have a clear understanding of the requirements and evaluation criteria before attempting to evaluate proposals.

· Evaluators should read all proposals twice. First, read all proposals for a general understanding without scoring. Next, read proposals with the intent to complete the evaluation worksheet which includes taking notes and documenting any questions/clarification needed.

· Each evaluation criterion is assigned a specific number of points. The questions under each evaluation criterion help Evaluators measure the quality of the Offeror’s response. Do not assign points to individual questions, instead, award a total score for each evaluation criterion.

· Evaluators will assign an initial score for each evaluation criterion and provide comments which explain their scores.

· Evaluation documents become an open record upon award.

RATING SCALE FOR TECHNICAL PROPOSAL SCORING

The rating scale provided is intended to help Evaluators perform evaluations. Evaluators are exercising independent judgement so variation in scoring is normal. However, the Procurement Officer may question scoring that appears to be unsupported. Evaluators may assign any value for a given evaluation area from 0 to the maximum number of points allowed per evaluation criterion. A zero value typically constitutes no response or an inability of the Offeror to meet the criteria. In contrast, the maximum value should constitute a high standard of meeting the criteria. For example: “Experience and Qualifications” is an evaluation area weighted at 20% of the total possible points on a 100 Point Scale, so any value between 0 and 20 points can be awarded. An example of the rating scale is below:

Experience and Qualifications Rating Scale (25 Point Maximum)

Point Value
Explanation
0-4
Poor. Not addressed or response of no value
5-8
Fair. Limited applicability
9-12
Good. Some applicability
13-16
Very Good. Substantial applicability
17-20
Excellent. Total applicability

COST PROPOSAL

Cost proposals are normally scored by the Procurement Officer or selected evaluators, and cost proposals are given to the Evaluation Committee after technical proposals have been evaluated. Remember to check if reciprocal preference applies to out of state offerors. Prompt payment discounts are not considered in evaluating cost.

ADJUSTMENT OF INITIAL EVALUATION SCORES

After the initial scoring, the Evaluation Committee should meet to discuss proposals and identify areas where clarification or more information is needed. Evaluation scores may be adjusted as a result of discussions with offerors, clarifications, demonstrations, presentations, reference check results, Best and Final Offers, and further due diligence within the evaluation process.

TECHNICAL PROPOSAL EVALUATION WORKSHEET

Offeror Name

RFP Title/Number

Evaluator Name

Evaluator Certification. I have reviewed the Request for Proposal Evaluators Guide, and I certify that neither I nor my immediate family members have a conflict of interest with regard to this offeror, in accordance with N.D.A.C. § 4-12-04-04.

Evaluator Signature____________________________________ Date________________

THE TOTAL NUMBER OF POINTS USED TO SCORE THIS PROPOSAL IS 100

SCOPE OF WORK STRATEGY RATING SCALE (30 Point Maximum)

Point Value
Explanation
0-6
Poor. Not addressed or response of no value
7-12
Fair. Limited applicability
13-18
Good. Some applicability
19-24
Very Good. Substantial applicability
25-30
Excellent. Total applicability

IMPORTANT. Proposals will be evaluated against the questions set out below. Do not assign points to individual questions, instead, award a total score for each evaluation criterion. Evaluators must provide comments to support scoring.

How well has the Offeror followed the proposal preparation instructions? Does the proposal contain all the requested information?

EVALUATOR NOTES

Has the Offeror identified any additional directives that apply to the contract?

EVALUATOR NOTES

How well has the Offeror described their strategy for accomplishing the scope of work requirements? What are the strengths of the proposed strategy?

EVALUATOR NOTES

Are there aspects of the proposed Scope of Work strategy of concern or that requires clarification or further information?

EVALUATOR NOTES

How well does the proposed timeline demonstrate the offeror’s ability to meet the contract schedule and deliverables?

EVALUATOR NOTES

How well has offeror described any expectations for State resources?

How well has offeror described Contractor furnished property and services?

EVALUATOR NOTES

Did Contractor describe their commercial equipment (e.g. vacuum) that will be used to perform the contract?

EVALUATOR NOTES

Has the offeror described their project management to accomplish the work on time, within budget, and meet quantity and quality standards?

Does it appear that offeror can meet the requirements of the work schedule set out in the RFP?

What time will the offeror begin cleaning daily?

Will the required minimum of 5 hours of cleaning daily, for the main office building be met?

What day will the offeror do Friday’s cleaning (Friday, Saturday, or Sunday)?

INITIAL EVALUATION SCORE FOR SCOPE OF WORK STRATEGY: __________

Additional/overall comments related to the offeror’s proposed strategy for accomplishing the work.

EXPERIENCE AND QUALIFICATIONS RATING SCALE (20 Point Maximum)

Point Value
Explanation
0-4
None. Not addressed or response of no value
5-8
Fair. Limited applicability
9-12
Good. Some applicability
13-16
Very Good. Substantial applicability
17-20
Excellent. Total applicability

IMPORTANT. Proposals will be evaluated against the questions set out below. Do not assign points to individual questions, instead, award a total score for each evaluation criterion. Comments to support scoring are required, and will be helpful when performing offeror evaluation debriefs after award.

MINIMUM EXPERIENCE OR QUALIFICATIONS

If the RFP required a minimum amount of experience or qualifications, has the offeror provided information to demonstrate meeting this requirements? Does the offeror exceed the minimum experience or qualifications?

EXPERIENCE AND QUALIFICATIONS OF THE FIRM

Has the offeror provided historical information to demonstrate the firm is well established in this field?

How extensive is the firm’s experience in this type of work? How well does the information about similar projects demonstrate the firm’s experience work related to this RFP?

If the offeror provided letters of reference or the Evaluation Committee contacted the customer contacts, what information did the offeror’s customers provide related to the offeror’s past performance?

EXPERIENCE AND QUALIFICATIONS OF THE PROJECT TEAM

Has the offeror provided information about the organization of the project team and proposed work project team members will perform, and estimated hours? Does the proposed project team and work breakdown seem appropriate to accomplish the requirements of the RFP?

Are resumes complete and do they demonstrate education and experience that would be desirable for individuals engaged in the work the RFP requires?

How extensive is the experience of the project team members on similar projects?

How many staff per night will be cleaning?

EVALUATOR NOTES

Will the same staff be cleaning our building on a regular basis?

EVALUATOR NOTES

If a subcontractor will perform work on the project is proposed, has the offeror provided the requested information? How extensive is the experience and qualifications of the subcontractor?

EVALUATOR NOTES

How often does the offeror plan to take vacation or be absent from cleaning the building? Who will be cleaning in the offeror’s absence?

REFERENCE CHECK RESULTS

If references were required, did the references provide information to verify the satisfactory performance of the vendor?

EVALUATOR NOTES

Did references identify any areas of concern?

Did references identify any particular strengths of the vendor?

INITIAL EVALUATION SCORE FOR EXPERIENCE AND QUALIFICATIONS: __________

Additional/overall comments related to the offeror’s experience and qualifications.

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