Evaluation Criteria_ORP Attorney~1.docx
DOCX document 40 KB Posted
- Attached to
- DHE Optional Retirement Plan (ORP) Attorney
- Solicitation number
- BD-27-1088-RGT01-RGT01-132759
- Issued by
- Suffolk County, Massachusetts
About this file
This is an evaluation criteria scorecard for the Massachusetts Department of Higher Education's Optional Retirement Plan (ORP) Attorney solicitation (COMMBUYS Document #BD-26-1088-RGT01-RGT01-125051). The Department seeks a qualified legal services vendor to provide counsel to the Massachusetts Optional Retirement Plan as Plan Administrator. The evaluation scorecard was updated on May 7, 2026, and establishes a structured assessment framework for reviewing bidder proposals against defined qualifications and experience metrics. The document does not specify response dates, due dates, site visits, bidder conferences, award dates, or contract term details.
The evaluation criteria consist of two required qualifications and four additional scoring categories, each weighted at 25 points for a maximum of 100 points total. Required qualifications mandate that bidders demonstrate significant retirement plan legal services experience with State Government Higher Education Agencies for at least 10 years and carry Lawyers Professional Liability Insurance. Additional evaluation criteria award points based on years of experience (2 to 5 points), whether the firm drafts ORP documents (0 to 5 points), and the volume of ORP documents drafted in the past five years (0 to 5 points). The scorecard applies a standardized scoring rubric ranging from Non-Responsive (0 points) to Outstanding (5 points). The Department notes compliance with OSA policy supporting Small Businesses where applicable, may consider prior bidder experience and public information, and prohibits disbarred bidders from submitting proposals.
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Other files
| File | Type | Posted |
|---|---|---|
| Small Business Program Plan Language~1.docx | DOCX document | |
| Instructions For Vendors Responding To Bids.docx | DOCX document | |
| Business Reference Form~1.docx | DOCX document | |
| Commonwealth Terms and Conditions form.pdf | ||
| Bidder Checklist~6.docx | DOCX document | |
| Contractor Authorized Signatory Listing Form.pdf | ||
| Prompt Pay Discount Form.pdf | ||
| 2026 DHE ORP Attorney_RFR.docx | DOCX document | |
| Electronic Funds Transfer Authorization Agreement.pdf |
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Text version
Massachusetts Department of Higher Education
│MAIN OFFICE │ One Ashburton Place, Room 1401, Boston, MA 02108 │TEL (617) 994-6950│ FAX (617) 727-0955 │WEB www.mass.edu│ │OFFICE OF STUDENT FINANCIAL ASSISTANCE │135 Santilli Highway. Everett, MA 02149 │TEL (617) 392-6070│ FAX (617) 391-6085 │WEB www.mass.edu/osfa│ │Noe Ortega - Commissioner │ Chris Gabrieli - Board Chair│
EVALUATION CRITERIA SCORECARD
Agency Staff use only (This document will be used to evaluate all responses submitted to this Solicitation) Updated 5/7/2026
| Name of Bidder: |
| Name of Reviewer(s): |
| Date Reviewed: |
Required Qualifications Criteria (Bidder must receive a “yes” on all the following criteria to move on to the next evaluation section)
| A significant part of the firm’s business must be in the retirement plan field. Specifically, has the firm provided legal services to State Government Higher Education Agencies for Optional Retirement Plans for at least 10 years. |
| Yes __ |
| No __ |
| Does the firm carry Lawyers Professional Liability Insurance |
| Yes __ |
| No __ |
Scoring rubric:
| Non-Responsive |
| Qualifications is not applicable to request; elements missing / non-responsive to request |
| Unsatisfactory: |
| Little evidence of qualification. Many required elements are missing. |
| Below Average: |
| Evidence of expertise or qualification in some areas is unclear or unsubstantiated by supporting documentation. Some required elements are missing. |
| Average: |
| Application materials are complete and suggest adequate qualifications, providing clear evidence of expertise. |
| Above Average: |
| Application materials are complete and suggest solid qualifications, providing clear and well-documented evidence of expertise. |
| Outstanding: |
| Application materials is complete, suggest exemplary qualifications, providing compelling, clear, and well-documented evidence of expertise. |
Alternate ID: DHE Optional Retirement Plan (ORP) Attorney COMMBUYS Document # : BD-26-1088-RGT01-RGT01-125051 Non-Responsive 0 pts.
Unsatisfactory 1 pt.
Below Average 2 pts.
Average 3 pts.
Above Average 4 pts.
Outstanding 5 pts.
| Multiplier |
| Max. Points |
Available (_x Multiplier) Points Awarded
Additional Evaluation Criteria:
How many years has the firm provided legal services for Optional Retirement Plans for State Government Higher Education Agencies?
10-20 Years = 2 Points 20-30 Years = 3 points Over 30 years = 5 points
| (x5) |
| 25 |
| __ |
How many years has the firm provided legal services for Optional Retirement Plans for State Government Higher Education Agencies?
10-20 Years = 2 Points 20-30 Years = 3 points Over 30 years = 5 points
| (x5) |
| 25 |
| __ |
Does the firm Draft Optional Retirement Plan Documents for State Government Higher Education Agencies?
No = 0 Points Yes =5 Points
| (x5) |
| 25 |
| __ |
How many Optional Retirement Plan Documents has the firm drafted for State Government Higher Education Agencies in the last 5 years?
Less than 3 = 0 Pointsa 3 to 6 = 3 Points More than 6 = 5 Points
| (x5) |
| 25 |
| __ |
| Total: |
| 100 |
Comments: Further, DHE will comply with the OSD policy supporting Small Businesses, as applicable. DHE may consider prior experience with the Bidder, and or public information about the Bidder. Bidders that are disbarred may not submit a proposal. DHE has described its requirements and expected deliverables in detail and prefers a tightly aligned response but will consider alternate vendor proposals that might frame the project differently and/or present a best value to the Commonwealth.
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