X.xls

The City of Punta Gorda Procurement Office developed a MS Excel spreadsheet for the entire evaluation process for subjective solicitations. Sections: 1) Final Evaluation Summary – This is used to record committee members scores (raw and ordinal “Normalizing”) in order to calculate and determine the short list in a 2 step evaluation process 2) Final Evaluation Form – This form is provided to the members for scoring step 2 evaluations 3) Initial Evaluation Summary - This is used to record committee members scores (raw and ordinal “Normalizing”) in order to calculate and determine the short list. Evaluation is based on written submittals. 4) Evaluation ## - This is the evaluation form the member uses to evaluate the written submittals. In this example document the evaluation is complete and there are evaluations for each member included in the workbook a. Prior to sending this worksheet to the member it is protected in all areas where they are not to input data 5) Subconsultants – Listing of each offeror’s proposed subconsultants/subcontractors and disciplines for disciplines defined in the solicitation document as “major disciplines” for qualifying. a. We identify all the major disciplines for qualifying. If the prime offeror does not perform the discipline they must submit qualifications for their subs. 6) References – A worksheet is prepared for each offeror based on the reference survey results NOTE: Their average rating populates on the Evaluation form 7) Prequalification – A worksheet is prepared for each offeror to document responsiveness and compliance with minimum qualification requirements The evaluation is saved on a general drive for evaluations and includes the following worksheets: Evaluation, Subconsultants, References, and Prequalifications. This workbook is password protected for each member. The evaluation folder for the project includes: 1) Submittal packages 2) Instructions for evaluation 3) Guide on “How to Evaluate” 4) Each member’s Evaluation workbook 5) ESC member agreement in case they lose the one I sent to them Once evaluations are completed Procurement will: 1) Insert their evaluation into the main Evaluation workbook 2) Prepare the Initial Eval Summary by either manually enter scores or use formulas to populate the scores for each member