Attachment_F_FBO.xlsx

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

EVALUATION FACTOR - PAST PERFORMANCE (QUALITY OF EXPERIENCE)

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with student loan and/or grant originations and/or disbursements

AND

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with processing, collecting, transmitting, securing, and storing the following types of Personally Identifiable Information (PII): Social Security Numbers, Names, Dates of Birth, Mailing Addresses, Email Addresses, and Incomes

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 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.

Types and volume of PII collected, processed, transmitted, secured, and stored

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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