PROPOSAL EVALUATION FORM.pdf

PROPOSAL EVALUATION FORM

All proposals will be reviewed for responsiveness and then evaluated using the criteria set out herein.

Offeror Name:

Evaluator Name:

Date of Review:

RFP Number: 2025-0400-0395

EVALUATION CRITERIA AND SCORING

THE TOTAL NUMBER OF POINTS USED TO SCORE THIS PROPOSAL IS 100

5.01 Understanding of the Project—10 Percent

Maximum Point Value for this Section - 10 Points

100 Points x 10 Percent = 10 Points

Proposals will be evaluated against the questions set out below.

1) How well has the offeror demonstrated a thorough understanding of the Bond Bank programs and the financial advisor’s role to the Bond Bank?

NOTES:_______________________________________________________________________________

2) How well has the offeror identified pertinent issues and potential problems related to the assignment?

NOTES:_______________________________________________________________________________

3) Has the offeror demonstrated an understanding of the deliverables the Bond Bank expects it to provide?

NOTES:_______________________________________________________________________________

4) Has the offeror demonstrated an understanding of the Bond Bank's time schedule and can meet it?

NOTES:_______________________________________________________________________________

5) Are all potential conflicts disclosed and discussed?

NOTES:_______________________________________________________________________________

EVALUATOR'S POINT TOTAL FOR 5.01: _________________

5.02 Methodology Used for the Project—10 Percent

Maximum Point Value for this Section - 10 Points

100 Points x 10 Percent = 10 Points

Proposals will be evaluated against the questions set out below.

1) How comprehensive is the methodology and does it depict a logical approach to fulfilling the continued operation of the Bond Bank’s existing programs?

NOTES:_______________________________________________________________________________

2) How realistically and well does the methodology initiate, maintain, and continually deliver on the assignments set out in the RFP?

NOTES:_______________________________________________________________________________

3) For the specific examples requested in 4.04 is the response complete and inclusive in describing the financial advisor’s role?

NOTES:_______________________________________________________________________________

4) How well does the methodology interface with the time schedule in the proposal?

NOTES:_______________________________________________________________________________

EVALUATOR'S POINT TOTAL FOR 5.02: _________________

5.03 Management Plan for the Project—10 Percent

Maximum Point Value for this Section - 10 Points

100 Points x 10 Percent = 10 Points

Proposals will be evaluated against the questions set out below.

1) How well does the management plan support all of the project requirements and logically lead to the deliverables required in the RFP?

NOTES:_______________________________________________________________________________

2) How well is accountability completely and clearly defined?

NOTES:_______________________________________________________________________________

3) Is the organization of the project team clear?

NOTES:_______________________________________________________________________________

4) How well does the management plan illustrate the lines of authority and communication?

NOTES:_______________________________________________________________________________

5) To what extent does the offeror already have the hardware, software, equipment, and licenses necessary to perform the contract?

NOTES:_______________________________________________________________________________

6) Does it appear that offeror can meet the schedule set out in the RFP?

NOTES:_______________________________________________________________________________

7) Has the contractor gone beyond the minimum tasks necessary to meet the objectives of the

RFP?

NOTES:_______________________________________________________________________________

8) To what degree is the proposal practical and feasible?

NOTES:_______________________________________________________________________________

9) To what extent has the offeror identified potential problems?

NOTES:_______________________________________________________________________________

EVALUATOR'S POINT TOTAL FOR 5.03: _________________

5.04 Experience and Qualifications—20 Percent

Maximum Point Value for this Section - 20 Points

100 Points x 20 Percent = 20 Points

Proposals will be evaluated against the questions set out below.

1) Questions regarding the personnel.

a) Do the individuals assigned to the project have experience on pooled conduit financing of municipal debt?

NOTES:_______________________________________________________________________________

b) Are resumes complete and do they demonstrate backgrounds that would be desirable for individuals engaged in the work the project requires?

NOTES:_______________________________________________________________________________

c) How extensive is the applicable education and experience of the personnel designated to work on the project?

NOTES:_______________________________________________________________________________

d) Has the primary designee participated in financings as described in 4.06?

NOTES:_______________________________________________________________________________

2) Questions regarding the firm.

a) How well has the firm demonstrated experience in completing similar projects on time and within budget?

NOTES:_______________________________________________________________________________

b) How successful is the general history of the firm regarding timely and successful completion of projects?

NOTES:_______________________________________________________________________________

c) Has the firm provided letters of reference from previous clients?

NOTES:_______________________________________________________________________________

EVALUATOR'S POINT TOTAL FOR 5.04: _________________

EVALUATOR'S COMBINED POINT TOTAL FOR ALL EVALUATED SECTIONS: _________________