treena bradley, roosevelt elementary school district
DESCRIPTION
THE EVALUATION PROCESS FOR RFP’S: THE DIFFERENCE BETWEEN THE ARCHITECTURAL RFP AND A GENERAL SERVICE RFP. TREENA BRADLEY, ROOSEVELT ELEMENTARY SCHOOL DISTRICT TEENA ZIEGLER, APACHE JUNCTION UNIFED SCHOOL DISTRICT. TODAY’S AGENDA. Purpose of Evaluations Authority To Do RFP Evaluations - PowerPoint PPT PresentationTRANSCRIPT
THE EVALUATION PROCESS FOR RFP’S:
THE DIFFERENCE BETWEEN THE ARCHITECTURAL RFP AND A
GENERAL SERVICE RFP
THE EVALUATION PROCESS FOR RFP’S:
THE DIFFERENCE BETWEEN THE ARCHITECTURAL RFP AND A
GENERAL SERVICE RFP
TREENA BRADLEY, ROOSEVELT ELEMENTARY SCHOOL DISTRICT
TEENA ZIEGLER, APACHE JUNCTION UNIFED SCHOOL DISTRICT
TREENA BRADLEY, ROOSEVELT ELEMENTARY SCHOOL DISTRICT
TEENA ZIEGLER, APACHE JUNCTION UNIFED SCHOOL DISTRICT
TODAY’S AGENDATODAY’S AGENDA
Purpose of Evaluations
Authority To Do RFP Evaluations
Evaluation Teams
What is Evaluated
When the Evaluation is Over
Purpose of Evaluations
Authority To Do RFP Evaluations
Evaluation Teams
What is Evaluated
When the Evaluation is Over
The Purpose of the Evaluation ProcessThe Purpose of the Evaluation Process
To identify the most responsive proposal and ensure that there is sufficient accurate information to make a sound decision.
NIGP 2007
To identify the most responsive proposal and ensure that there is sufficient accurate information to make a sound decision.
NIGP 2007
WHERE DO SCHOOL DISTRICTS GET THEIR AUTHORITY?
WHERE DO SCHOOL DISTRICTS GET THEIR AUTHORITY?
• AZ Statutes - A.R.S. §15-213
• AZ Administrative Code -
• General A.A.C. R7-2-1041
• Architects A.A.C. R7-2-1117
• Local School Board Policy
• AZ Statutes - A.R.S. §15-213
• AZ Administrative Code -
• General A.A.C. R7-2-1041
• Architects A.A.C. R7-2-1117
• Local School Board Policy
Evaluation Teams ...Evaluation Teams ...
Makes the recommendation that is approved by the appropriate authority.
Evaluates only the criteria listed.
Follow a time line with results being summarized.
Each different in size and expertise and can be as small as one.
The evaluation begins when the due date & time expire.
Makes the recommendation that is approved by the appropriate authority.
Evaluates only the criteria listed.
Follow a time line with results being summarized.
Each different in size and expertise and can be as small as one.
The evaluation begins when the due date & time expire.
Important SectionsImportant Sections
• Special Terms & Conditions
• Scope of Work
• General Terms and Conditions
• Special Terms & Conditions
• Scope of Work
• General Terms and Conditions
RFP Evaluations are based on...RFP Evaluations are based on...
Responsive Vendors
Responsible Offers
Criteria Identified in the Solicitation
Price
Architects: How can your firm improve your chances
for solicitation award?
Responsive Vendors
Responsible Offers
Criteria Identified in the Solicitation
Price
Architects: How can your firm improve your chances
for solicitation award?
ScoringScoring
Every evaluation has to be able to explain the award. Assigning a numerical value to a category is what is typically practiced within school districts.
It allows for teams to discuss the merits of an offer in a precise manner.
Helps to keep teams focused on what is important vs what is not. It ensures that the criteria most highly valued, receives a higher share of the points.
Promotes objectivity.
Every evaluation has to be able to explain the award. Assigning a numerical value to a category is what is typically practiced within school districts.
It allows for teams to discuss the merits of an offer in a precise manner.
Helps to keep teams focused on what is important vs what is not. It ensures that the criteria most highly valued, receives a higher share of the points.
Promotes objectivity.
Architectural vs GeneralArchitectural vs GeneralArchitectural Services RFP General Services RFP
A.A.C. R7-2-1117 + A.A.C. R7-2-1041 +
Public Notice: 14 days Public Notice: 14 days.. unless
Evaluation Criteria in RFP must include Capabilities, Qualifications and Methods of
Approach Evaluation Criteria in RFP Defined by District
Evaluations, Interviews & Ranking of Firms
Most Qualified - Memorandum Prepared Evaluation Based on Factors Set Forth in RFP - Usually Includes Fee
Single Fee: Multiple Fee:
Negotiations with Highest Qualified (Top 1
of 3)
Request for Fee Proposal from Top 5
Qualified Firms Discussion with Offerors Allowable: Offerors
Shall be Accorded Fair Treatment
Fair and Reasonable Compensation Agreed
Upon
“Fair and Equal Treatment”
During Fee Proposal Process
Request for Best and Final Offers if Discussions are Conducted
Contract Award Recommended &
Another Memo Prepared
Contract Award Recommended: Most
Advantageous Based on Evaluation Factors and
Fee
Contract Award: Most Advantageous Based on Evaluation Factors
Final Award Made by the Appropriate Approval
Authority Final Award Made by the Appropriate Approval Authority
Award Information Available to Public
Firms Interviewed will be Notified Award Information Available to PublicRespondents may be Notified
AwardAward
The Governing Board of a School District approves the recommendation of the evaluation team.
Authority can rest in the hands of the Procurement Director.
Until approved, no announcements about the award will be made.
Post Award – Where to go to get the details.
The Governing Board of a School District approves the recommendation of the evaluation team.
Authority can rest in the hands of the Procurement Director.
Until approved, no announcements about the award will be made.
Post Award – Where to go to get the details.
Thank you for participating in this workshop. For further questions, please send us an email!
Contact Information:
Thank you for participating in this workshop. For further questions, please send us an email!
Contact Information: