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HomeMy WebLinkAboutSummary Evaluation FormRFP No. 391314 SUMMARY EVALUATION FORM FOR PROPOSAL EMPLOYEE VOLUNTARY LOAN PROGRAM PROPOSERS BMG Money, Inc. EVALUATORS Jose Fernandez Vladimir Murad Andrew Warburton Overall Qualifications and Experience 25 30 28 Approach and Methodology 25 25 25 Financial Proposal 20 22 28 Local Preference, if applicable 5 5 5 COMPOSITE SCORE FOR PROPOSAL: TOTAL SCORE 81 Evaluator: Signature: RFP No. 391314 EMPLOYEE VOLUNTARY LOAN PROGRAM Evaluation C_ ommittee Meeting Technical Pr osal Evaluation Form 1�/ctali�rr' ✓er.,4- PROPOSERS BMG Money tt�t Overall Qualifications and Experience Approach and Methodology Financial Proposal Local Preference, if applicable TOTAL SCORE FOR TECHNICAL RANK RFP Evaluation Criteria Scoring Matrix: Scoring of evaluation criteria to be completed in accordance with the rating scale immediately below: 15 Points Max Scoring Criteria 20 Points Max Scoring Criteria g Adjective Description Score Score Outstanding Proposal meets requirements and indicates an outstanding approach and understanding of the requirements. 13.5-15 18-20 Good Proposal meets requirements and indicates a good approach and understanding of the requirements. 12-13 16-17.5 Adequate Proposal meets requirements and indicates an adequate approach and understanding of the requirements. 10.5-11.5 14-15.5 Unacceptable Proposal does not meet requirements and is unacceptable. 0-10 0-13.5 PROPOSERS BMG Money RFP No. 391314 EMPLOYEE VOLUNTARY LOAN PROGRAM valuation Committee Meeting T: hnical Proposal Evaluation Form Evaluator: Date: Signature: Overall Qualifications and Experience Approach and Methodology Financial Proposal Local TOTAL SCORE Preference, if FOR applicable TECHNICAL RFP Evaluation Criteria Scoring Matrix: Scoring of evaluation criteria to be completed in accordance with the rating scale immediately below. • rA ' '`o 1 r* ,rw k n4 ,,, ,gag , . a 15 Points Max Scoring Criteria 20 Points Max Scoring Criteria Adjective Description Score Score Outstanding Proposal meets requirements and indicates an outstanding approach and understanding of the requirements. 13.5-15 18-20 Good Proposal meets requirements and indicates a good approach and understanding of the requirements. 12-13 16-17.5 Adequate Proposal meets requirements and indicates an adequate approach and understanding of the requirements. 10.5-11.5 14-15.5 Unacceptable Proposal does not meet requirements and is unacceptable. 0-10 0-13.5 RFP No. 391314 EMPLOYEE VOLUNTARY LOAN PROGRAM 0 Evaluation Committee Meeting , Technical Proposal EvaluationForm Evaluator: ✓dv.��'�,L tJR b Llktai✓ Date: Signature: PROPOSERS Overall Qualifications and Experience Approach and Methodology Financial Proposal Local Preference, if applicable TOTAL SCORE FOR TECHNICAL RANK BMG Money 24 0 115, RFP Evaluation Criteria Scoring Matrix: Scoring of evaluation criteria to be completed in accordance with the rating scale immediately below. dUa 15 Points Max Scoring Criteria Score 20 Points Max Scoring Criteria Score Adjective Description Outstanding Proposal meets requirements and indicates an outstanding approach and understanding of the requirements. 13.5-15 18-20 Good Proposal meets requirements and indicates a good approach and understanding of the requirements. 12-13 16-17.5 Adequate Proposal meets requirements and indicates an adequate approachand understanding of the requirements. 10.5-11.5 14-15.5 Unacceptable Proposal does not meet requirements and is unacceptable. 0-10 0-13.5