RFP 2391 Phase 1 Summary ~2.xlsx
XLSX spreadsheet 34 KB Posted
- Solicitation number
- 00002391
- Issued by
- Oregon
About this file
This is a Phase I evaluation summary for RFP 2391, an Advanced Metering Infrastructure (AMI) Software and Installation Services procurement by the City of Portland, Oregon. The evaluation assessed five proposers—Aclara Tech, Badger Meter, Core and Main, Ferguson Waterworks, and Itron, Inc.—across multiple criteria including general overview, AMI system installation, pricing, Oregon state certification, MWESB contracting, workforce diversity, and sustainability. Six independent evaluators scored each proposer on a weighted scale with maximum points available of 10, 30, 20, 20, 4, 8, 3, and 5 respectively across the evaluation categories. Ferguson Waterworks achieved the highest Phase I total score of 507.0 points, followed by Itron, Inc. at 440.3 points, Aclara Tech at 423.6 points, Badger Meter at 418.7 points, and Core and Main at 389.0 points.
None of the five proposers qualified as Oregon-certified D/M/W/ESB firms, resulting in zero points for all on state certification. MWESB subcontracting utilization scores varied significantly: Core and Main proposed 100 percent utilization ($37,967,742.94 of $37,967,742.94 in services costs) earning full 8 points; Aclara Tech proposed 58.52 percent utilization earning 8.0 points; Ferguson Waterworks proposed 47.63 percent utilization earning 8.0 points; Badger Meter proposed 22.03 percent utilization earning 5.9 points; and Itron, Inc. proposed 13.33 percent utilization earning 3.6 points. The scoring reflects evaluation of both hardware and services components, with a specific threshold of 30 percent utilization required to achieve maximum MWESB contracting points.
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Phase I Detail Proposer Aclara Tech Total Score
| Criteria | General Overview | AMI System | Installation | Pricing | OR State Certification | MWESB Contracting | Workforce Diversity | Sustainability | ||
| Max pts avail. | 10 | 30 | 20 | 20 | 4 | 8 | 3 | 5 | ||
| Evaluator | Evaluator 1 | 6 | 18 | 10 | 14.6 | 0 | 8.0 | 2 | 5 | 63.6 |
| Evaluator 2 | 8 | 24 | 16 | 14.6 | 0 | 8.0 | 2 | 5 | 77.6 | |
| Evaluator 3 | 9 | 15 | 12 | 14.6 | 0 | 8.0 | 1 | 3 | 62.6 | |
| Evaluator 4 | 7 | 25 | 19 | 14.6 | 0 | 8.0 | 2 | 5 | 80.6 | |
| Evaluator 5 | 6 | 16 | 12 | 14.6 | 0 | 8.0 | 2 | 4 | 62.6 | |
| Evaluator 6 | 9 | 22 | 15 | 14.6 | 0 | 8.0 | 3 | 5 | 76.6 | |
| Total: | 45 | 120 | 84 | 87.6 | 0 | 48.0 | 12 | 27 | 423.6 |
Proposer Badger Meter Total Score
| Criteria | General Overview | AMI System | Installation | Pricing | OR State Certification | MWESB Contracting | Workforce Diversity | Sustainability | ||
| Max pts avail. | 10 | 30 | 20 | 20 | 4 | 8 | 3 | 5 | ||
| Evaluator | Evaluator 1 | 5 | 20 | 10 | 18.4 | 0 | 5.9 | 1 | 5 | 65.3 |
| Evaluator 2 | 8 | 19 | 14 | 18.4 | 0 | 5.9 | 1 | 5 | 71.3 | |
| Evaluator 3 | 5 | 15 | 7 | 18.4 | 0 | 5.9 | 2 | 5 | 58.3 | |
| Evaluator 4 | 8 | 26 | 18 | 18.4 | 0 | 5.9 | 2 | 5 | 83.3 | |
| Evaluator 5 | 5 | 20 | 12 | 18.4 | 0 | 5.9 | 1 | 5 | 67.3 | |
| Evaluator 6 | 8 | 20 | 13 | 18.4 | 0 | 5.9 | 3 | 5 | 73.3 | |
| Total: | 39 | 120 | 74 | 110.4 | 0 | 35.3 | 10 | 30 | 418.7 |
Proposer Core and Main Total Score
| Criteria | General Overview | AMI System | Installation | Pricing | OR State Certification | MWESB Contracting | Workforce Diversity | Sustainability | ||
| Max pts avail. | 10 | 30 | 20 | 20 | 4 | 8 | 3 | 5 | ||
| Evaluator | Evaluator 1 | 6 | 15 | 12 | 11 | 0 | 8.0 | 2 | 4 | 58.0 |
| Evaluator 2 | 8 | 23 | 18 | 11 | 0 | 8.0 | 3 | 3 | 74.0 | |
| Evaluator 3 | 6 | 20 | 9 | 11 | 0 | 8.0 | 2 | 1 | 57.0 | |
| Evaluator 4 | 6 | 25 | 17 | 11 | 0 | 8.0 | 2 | 5 | 74.0 | |
| Evaluator 5 | 5 | 13 | 10 | 11 | 0 | 8.0 | 3 | 2 | 52.0 | |
| Evaluator 6 | 9 | 23 | 16 | 11 | 0 | 8.0 | 3 | 4 | 74.0 | |
| Total: | 40 | 119 | 82 | 66 | 0 | 48.0 | 15 | 19 | 389.0 |
Proposer Ferguson Waterworks Total Score
| Criteria | General Overview | AMI System | Installation | Pricing | OR State Certification | MWESB Contracting | Workforce Diversity | Sustainability | ||
| Max pts avail. | 10 | 30 | 20 | 20 | 4 | 8 | 3 | 5 | ||
| Evaluator | Evaluator 1 | 6 | 26 | 14 | 19.5 | 0 | 8.0 | 3 | 5 | 81.5 |
| Evaluator 2 | 8 | 29 | 16 | 19.5 | 0 | 8.0 | 3 | 5 | 88.5 | |
| Evaluator 3 | 4 | 25 | 15 | 19.5 | 0 | 8.0 | 3 | 4 | 78.5 | |
| Evaluator 4 | 8 | 28 | 19 | 19.5 | 0 | 8.0 | 3 | 5 | 90.5 | |
| Evaluator 5 | 6 | 23 | 16 | 19.5 | 0 | 8.0 | 3 | 5 | 80.5 | |
| Evaluator 6 | 8 | 26 | 18 | 19.5 | 0 | 8.0 | 3 | 5 | 87.5 | |
| Total: | 40 | 157 | 98 | 117 | 0 | 48.0 | 18 | 29 | 507.0 |
Proposer Itron, Inc. Total Score
| Criteria | General Overview | AMI System | Installation | Pricing | OR State Certification | MWESB Contracting | Workforce Diversity | Sustainability | ||
| Max pts avail. | 10 | 30 | 20 | 20 | 4 | 8 | 3 | 5 | ||
| Evaluator | Evaluator 1 | 6 | 21 | 14 | 20 | 0 | 3.6 | 2 | 5 | 71.6 |
| Evaluator 2 | 10 | 24 | 15 | 20 | 0 | 3.6 | 2 | 5 | 79.6 | |
| Evaluator 3 | 5 | 15 | 14 | 20 | 0 | 3.6 | 2 | 5 | 64.6 | |
| Evaluator 4 | 8 | 27 | 18 | 20 | 0 | 3.6 | 2 | 4 | 82.6 | |
| Evaluator 5 | 5 | 20 | 14 | 20 | 0 | 3.6 | 1 | 4 | 67.6 | |
| Evaluator 6 | 5 | 23 | 15 | 20 | 0 | 3.6 | 3 | 5 | 74.6 | |
| Total: | 39 | 130 | 90 | 120 | 0 | 21.3 | 12 | 28 | 440.3 |
&"Arial,Bold"&12Individual Summary of Scores Page &P of &N
Phase I Corp Responsibility
| RFP Corporate Responsibility Evaluation Calculator |
| Once entered, the scores below are imported into the Phase I Detail worksheet. |
| OR State Certification Evaluation Formula: | IF the proposer is an Oregon certified D/M/W/ESB, then the Score = 4 points | YES |
| IF the proposer is NOT an Oregon certified D/M/W/ESB, then the Score = 0 points | NO |
| MWESB Contracting Evaluation Formula evaluating Services ONLY not Hardware Addendum 3 Questions 7 and 8: | Utilization % = Proposed Utilization $/Total Proposal Cost |
| The Utilization % ÷ 30% x 8 points = the Score | |
| Example: if the Utilization % = 20%, then the Score would be: (20% ÷ 30% x 8 points) = 5.33 points | |
| Note - Proposed Utilization $ includes the value of D/M/W/ESB utilization at only the Sub level. |
Aclara Tech Scores
| OR State Certification | ||
| Is this Proposer an Oregon certified D/M/W/ESB? | NO | 0 |
| MWESB Subcontracting | |||
| Proposed Utilization $ | Total Services Cost | Utilization % | |
| $20,683,303.00 | $35,344,991.31 | 58.52% | 8.0 |
Badger Meter Scores
| OR State Certification | ||
| Is this Proposer an Oregon certified D/M/W/ESB? | NO | 0 |
| MWESB Subcontracting | |||
| Proposed Utilization $ | Total Services Cost | Utilization % | |
| $3,247,944.95 | $14,741,541.00 | 22.03% | 5.9 |
Core and Main Scores
| OR State Certification | ||
| Is this Proposer an Oregon certified D/M/W/ESB? | NO | 0 |
| MWESB Subcontracting | ||
| Proposed Utilization $ | Total Services Cost | Utilization % |
| $37,967,742.94 | $37,967,742.94 | 100.00% |
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Comment:
Utilization based on total cost is 37,967,742.94 out of 115,840,011.88 which is 32.78% meaning that Core and Main meet the 30% threshold and obtains the full 8 points regardless of total services cost or total overall cost. 8.0
Ferguson Waterworks Scores
| OR State Certification | ||
| Is this Proposer an Oregon certified D/M/W/ESB? | NO | 0 |
| MWESB Subcontracting | |||
| Proposed Utilization $ | Total Services Cost | Utilization % | |
| $5,815,053.77 | $12,210,045.25 | 47.63% | 8.0 |
Itron, Inc. Scores
| OR State Certification | ||
| Is this Proposer an Oregon certified D/M/W/ESB? | NO | 0 |
| MWESB Subcontracting | |||
| Proposed Utilization $ | Total Services Cost | Utilization % | |
| $2,500,034.00 | $18,757,986.49 | 13.33% | 3.6 |
Utilization based on total cost is 37,967,742.94 out of 115,840,011.88 which is 32.78% meaning that Core and Main meet the 30% threshold and obtains the full 8 points regardless of total services cost or total overall cost.
Summary
| Phase I Evalaution Results | ||||
| Aclara Tech | Badger Meter | Core and Main | Ferguson Waterworks | Itron, Inc. |
| Evaluator | Evaluator 1 | 63.6 | 65.3 | 58.0 | 81.5 | 71.6 |
| Evaluator 2 | 77.6 | 71.3 | 74.0 | 88.5 | 79.6 | |
| Evaluator 3 | 62.6 | 58.3 | 57.0 | 78.5 | 64.6 | |
| Evaluator 4 | 80.6 | 83.3 | 74.0 | 90.5 | 82.6 | |
| Evaluator 5 | 62.6 | 67.3 | 52.0 | 80.5 | 67.6 | |
| Evaluator 6 | 76.6 | 73.3 | 74.0 | 87.5 | 74.6 | |
| Total: | 423.6 | 418.7 | 389.0 | 507.0 | 440.3 |
&"Arial,Bold"&12Summary of Scores Page &P of &N
Phase I
| Aclara Tech | Badger Meter | Core and Main | Ferguson Waterworks | Itron, Inc. | 423.6 | 418.65216203651983 | 389 | 507 | 440.32454036115467 | Phase II |
| Aclara Tech | Badger Meter | Core and Main | Ferguson Waterworks | Itron, Inc. | 1 |
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