Evaluation+Worksheet.docx
DOCX document 25 KB Posted
- Attached to
- Financial Advisor
- Solicitation number
- BSC-2024-002
- Issued by
- Burleigh County, Bismarck City, North Dakota
About this file
This document is a Technical Proposal Evaluation Worksheet for Bismarck State College related to a Request for Proposal (RFP) for financial advisor services. The RFP seeks to retain a consulting firm to act as a financial advisor, providing bond sale services and other financial consulting services to Bismarck State College. The evaluation worksheet outlines the criteria used to assess the technical proposals, which include the firm's experience and qualifications (40 points), experience with higher education on prior work (30 points), and cost proposal (30 points). The evaluation process requires the reviewers to provide comments to support the scoring for each criterion.
The related state and local contract opportunity is for a financial advisor for Bismarck State College, located in the state of North Dakota, Burleigh County, and the city of Bismarck. Bismarck State College intends to continue the relationship with the selected firm for the duration of the potential bond sale.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| Notice+of+intent+to+Award.docx | DOCX document | |
| Questions+and+Answers.docx | DOCX document | |
| Request-for-Proposal.docx | DOCX document |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Bismarck State College Technical Proposal Evaluation Worksheet
Offeror Name: ___________________________________________________
RFP Title/Number: _____________________________________________
Evaluator Name: __________________________ Date of Review: ____________________
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.C.C. $4-12-04-04.
Evaluator Signature: ____________________________ Date: _______________________
THE TOTAL NUMBER OF POINTS USED TO SCORE THIS PROPOSAL IS 100
70 POINTS – Technical Proposal
· 40 Points – Experience and Qualifications
· Experience of the Offeror performing similar work
· Experience and qualifications of the project team
· Ability to meet deliverables
· References
· 30 Points – Experience with higher education on prior work
· Ability to meet deliverables
· Turnaround schedule and availability
· Response to Contract Terms and Conditions
30 POINTS – Cost Proposal
· 30 Points – Cost Proposal
· Cost proposal for scope of work
· Cost proposals are scored by the Procurement Officer or selected evaluators, and cost proposals are given to the Evaluation Committee after technical proposals have been evaluated.
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.
EXPERIENCE & QUALIFICATIONS RATING SCALE (40 Points Maximum)
| Point Value |
| Explanation |
| 0 – 8 |
| Poor. Not addressed or response of no value |
| 9 – 16 |
| Fair. Limited applicability |
| 17 – 24 |
| Good. Some applicability |
| 25 – 32 |
| Very Good. Substantial applicability |
| 33 – 40 |
| Excellent. Total applicability |
MINIMUM EXPERIENCE OR QUALIFICATIONS
How well has the Offeror followed the proposal preparation instructions? Does the proposal contain all the requested information?
EVALUATOR NOTES
If the RFP requires a minimum amount of experience or qualifications, has the offeror provided information to demonstrate meeting these requirements? Does the offeror exceed the minimum experience or qualifications?
EXPERIENCE AND QUALIFICATIONS OF THE FIRM
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?
Did references identify any areas of concern?
INITIAL EVALUATION SCORE FOR EXPERIENCE AND QUALIFICATIONS: __________
Additional/overall comments related to the offeror’s experience and qualifications.
EVALUATOR NOTES
EXPERIENCE & QUALIFICATIONS RATING SCALE (40 Points Maximum)
| Point Value |
| Explanation |
| 0 – 8 |
| Poor. Not addressed or response of no value |
| 9 – 16 |
| Fair. Limited applicability |
| 17 – 24 |
| Good. Some applicability |
| 25 – 32 |
| Very Good. Substantial applicability |
| 33 – 40 |
| Excellent. Total applicability |
How much prior experience has the firm had with higher education work? How much of this work was done directly for North Dakota higher education? What types of work did the firm perform for institutions in the past?
In prior experience with higher education, what has been the firm’s track record with understanding scope of work and meeting deliverables?
In prior experience with higher education, what has been the firm’s availability, communication methods, and other customer service practices?
In prior experience with higher education, has the firm been responsive to contract terms and conditions? Has prior work been completed per scope of work and within contract timelines?
INITIAL EVALUATION SCORE FOR EXPERIENCE WITH HIGHER EDUCATION ON PRIOR WORK: ________
Additional/overall comments related to the offeror’s experience with higher education on prior work.
File details come from the government source that posted it. Updated .