EXHIBIT 3 - EVALUATION CRITERIA.pdf

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EXHIBIT No. 3 - EVALUATION CRITERIA

The evaluation of proposals will consist of two phases:

PHASE I – Minimum Qualifications Requirements (Pass/Fail)

Proposers must meet all Minimum Qualifications Requirements to be deemed responsive.

Proposals that fail to satisfy one or more of the Minimum Qualifications Requirements will be deemed non-responsive and will not receive further consideration. Only those Proposers that meet the Minimum Qualifications Requirements will have passed the Pass/Fail criteria and will be considered as having met the Minimum Qualifications Requirements.

PHASE II – Weighted Evaluation Factors/Criteria

Only proposals that successfully pass Phase I will advance to Phase II, where they will be evaluated and scored based on the weighted evaluation factors described below.

PHASE I - MINIMUM QUALFICATIONS REQUIREMENTS (PASS/FAIL)

Proposer must, at the time of proposal submittal, meet the following minimum qualifications requirements:

Item Description Yes No

1. The Proposer and its subcontractors must both possess a minimum of five (5) years of demonstrated experience in analyzing certification documentation such as the Disadvantaged Business Enterprise (DBE) program in accordance with 49 CFR Part 26 and/or Metro’s Small Business Enterprise (SBE) program.

2. Proposed key personnel and subcontractors’ key personnel must all have five (5) years direct experience analyzing complete certification applications including site-reviews, personal net worth review, making eligibility recommendations and technical assistance related to vetted certification programs.

PHASE II - WEIGHTED FACTORS/CRITERIA EVALUATION

Proposals that satisfy the Phase I Minimum Qualifications Requirements will be evaluated according to the Phase II criteria outlined below. Each criterion will be weighed as indicated for scoring purposes. Any identified sub-criteria will carry equal weight within their respective category.

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1. PRIME CONTRACTOR’S QUALIFICATIONS (SKILLS AND EXPERIENCE) 35%

a. Demonstrate experience in making eligibility recommendations on fully vetted

Certification Programs such as the DBE and fully vetted programs similar to Metro’s SBE

Program.

b. Demonstrate experience in reviewing financial information submitted by applicants and assuring alignment with program statutory thresholds such as Personal Net Worth and three and five-year statutory thresholds.

c. Demonstrate experience with the North American Industry Classification System (NAICS) and verifying that applicants can demonstrate that they can perform the type of work classification they are seeking certification for.

d. Demonstrate experience and qualified staff capable of utilizing technical resources and providing technical assistance to certification applicants;

e. Demonstrate satisfactory performance in fully vetted Certification Programs on relevant projects, including those completed by proposer and affiliates participating in the team, as demonstrated by client references. A minimum of one (1), but no more than five (5) references are required;

f. Demonstrate relevant knowledge and experience in completing, collecting, and reviewing verification documents for small business certification programs and ability to coordinate collection of supporting information from sub-recipients.

g. Knowledge of applicable laws and regulations governing small business certification programs, including ongoing updates and changes, particularly those related to the DBE/ACDBE program and/or Metro’s SBE program. The expertise to be demonstrated through resumes and certificates of completion from relevant small business program training(s).

2. EFFECTIVENESS OF MANAGEMENT PLAN/UNDERSTANDING OF WORK

AND APPROPRIATENESS OF APPROACH FOR IMPLEMENTATION 35%

Proposer shall demonstrate:

a. Organizational capacity to accomplish all tasks provided in the SOS and ability to organize multiple Metro assignments and timelines. Submit an organization chart that includes all team members as appropriate;

b. Effectiveness of proposed plan to coordinate DBE and/or Metro’s SBE program requirements; ability to follow-up with technical support, and collaborate with various

Metro Department personnel;

c. Thoroughness in clearly and efficiently explaining how the SOS will be implemented;

d. Commitment to provide labor and professional services for project activities

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e. Commitment to report monthly on all certifications activities and provide Metro with timely eligibility recommendations in adherence with the regulations.

f. Availability of qualified personnel to make eligibility determinations and recommendations to perform tasks outlined in items a-f.

g. Availability of key personnel for Small Business Certification Programs and to perform all tasks listed in the Scope of Services (SOS).

3. PRICE PROPOSAL 30%

The Price Proposal will be factored into the Proposer's final evaluation score in the following manner:

Proposer Price Score = Lowest Price Proposed X 30% Proposer's Price