DOCUMENT

RFP - Professional Actuarial Services 2009

  • YEAR CREATED: 2009
  • ENTITY TYPE: State
  • TYPE OF DOCUMENT: RFP - Request for Proposals
This document is an evaluation criteria and scoring guide for reviewing proposals for a project. The document provides a breakdown of different sections and criteria that will be used to evaluate the proposals. The document starts by stating that the total number of points used to score the contract is 100. It then proceeds to outline the different sections and their weightage in terms of percentage and maximum point value. The first section, 7.01, focuses on the understanding of the project. It asks evaluators to assess if the offeror has demonstrated a thorough understanding of the purpose and scope of the project, identified pertinent issues and potential problems, understood the deliverables expected by the state, understood the state's time schedule, and if the proposal is responsive to all material requirements in the RFP. Evaluators are asked to provide a total score for this section based on the applicability of the responses. The second section, 7.02, evaluates the methodology used for the project. Evaluators are asked to assess if the methodology depicts a logical approach to fulfilling the requirements of the RFP, matches and achieves the objectives set out in the proposal, interfaces with the time schedule, and has provisions for quality assurance. Again, evaluators are asked to provide a total score for this section based on the applicability of the responses. The third section, 7.03, focuses on the management plan for the project. Evaluators are asked to assess how well the management plan supports all project requirements and leads to the required deliverables, how well accountability is defined, if the organization of the project team is clear, how well the lines of authority and communication are illustrated, to what extent the offeror already has the necessary hardware, software, equipment, and licenses, if the offeror can meet the schedule set out in the RFP, if the contractor has gone beyond the minimum tasks necessary to meet the objectives of the RFP, and if the proposal is practical, feasible, and within budget. Evaluators are asked to provide a total score for this section based on the applicability of the responses. The fourth section, 7.04, evaluates the experience and qualifications of the personnel and the firm. Evaluators are asked to assess if the individuals assigned to the project have experience on similar projects, if their resumes demonstrate desirable backgrounds for the work required, and how extensive their applicable education and experience is. For the firm, evaluators are asked to assess if the firm has demonstrated experience in completing similar projects on time and within budget, how successful the general history of the firm is regarding timely and successful completion of projects, if the references provided information to verify satisfactory performance, and if the firm has provided letters of reference from previous clients. Evaluators are asked to provide a total score for this section based on the applicability of the responses. Overall, the document provides a structured framework for evaluating proposals based on different criteria and assigns weightage to each section.
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