Attachment_D_FBO.xlsx

Sheet1

EVALUATION MATRIX (ATTACHMENT D) - SOLICITATION ED-FSA-14-R-0013

GO/NO-GO FACTOR

Evidence of experience and capacity in performing funding allocation, reconciliation, and close-out activities for at least $4 billion in student loan and/or grant originations and/or disbursements at any point in a single year since January 1, 2005

Title and number of the contract/project (i.e., a legally binding agreement)

Description of the contract/project

Name, address, phone number, and email address of the client

Period of performance on the contract/project

Breakdown of the student loans and/or grants supported (i.e., how many student loans vs. grants were supported) during the period of performance

Breakdown of the origination and/or disbursement amounts that were supported during the period of performance. Only student loan and/or grant originations and/or disbursements shall be provided in the breakdown. Also, clearly point out the time when $4 billion or more in student loan and/or grant originations and/or disbursements was supported.

Description of the funding allocation, reconciliation, and close-out activities that were performed for student loan and/or grant originations and/or disbursements

Provide proof of working on the contract/project (such as pertinent contract/project terms and conditions, deliverables, records, and/or reports) as an attachment to this sheet. The proof must be independently verifiable.

Create a separate sheet for each contract/project. If more space is needed to provide the evidence requested above, you may add more rows to the sheet, or attach additional pages. If additional pages are attached, please ensure they are properly linked, correlated, and marked. Refer to the Format Requirements section of the solicitation for further instructions.

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