RFP Evaluation Plan.pdf

The document outlines the evaluation plan and procedures for selecting a financial investment advisor service provider for the City of Leesburg, Florida. It emphasizes the importance of evaluating proposals based on their own merit, using the criteria set forth in the Request for Proposal (RFP), and not by comparing them against each other. The document details the responsibilities of the evaluators, chairpersons, and the Source Selection Coordinator (SSC) in ensuring a fair and objective evaluation process. It also provides guidelines for scoring and ranking proposals, conducting consensus meetings, and handling clarification discussions if needed. The evaluation criteria include investment process, service structure and accessibility, firm strength and stability, performance reporting, and fee proposal. Additionally, the document mentions the use of local vendor preferences and bonus points in the evaluation process.