HomeMy WebLinkAboutEvaluation ReportSELECTION
CRITERIA
EVALUATION Or PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
COMPOSITE SCORES
PROPOSERS
Proposers General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing
the Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
Maximum
Points Per
Member
20
15
15
20
Maxunurn Total
Points
(4.menrbers)
80
60
BMG MONEY, INC.
60
80
73
54
51
71
TOTAL TECHNICAL POINTS
20
10
100
B0
40
40
25
400
314
SIGNATURE:
Chairperson: f_
Reviewed by:
RANKING
I f4Lf(a
PRINT NAME:
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Cr`15
SELECTION
CRITERIA
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
ELI M. FEINBERG, PRESIDENT, EMF & ASSOCIATES, INC.
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
TOTAL TECHNICAL POINTS
Maximum
Points
100
BMG MONEY, INC.
20
15
15
20
10
10
90
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SELECTION
CRITERIA
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
JAIR ESPINOZA, GROUP BENEFITS MANAGER, CITY OF MIAMI
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
TOTAL TECHNICAL POINTS
Maximum
Points
100
BMG MONEY, INC_
18
77
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
LYNDA V. HARRIS, VICE PRESIDENT, THE HENDERSON FINANCIAL GROUP
SELECTION
CRITERIA
PROPOSERS
Maximum
Points
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
TOTAL TECHNICAL POINTS
BMG MONEY, INC.
15
11121201 B
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
GEORGE MENSAH, DIRECTOR, COMMUNITY & ECONOMIC DEVELOPMENT
SELECTION
CRITERIA
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Maximum
Points
BMG MONEY, INC.
20
20
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
15
15
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
15
20
15
20
20
10
10
5
TOTAL TECHNICAL POINTS
100
85
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SELECTION
CRITERIA
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
COMPOSITE SCORES - POST ORAL
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Maximum
Points Per
Member
Proposed Overall Approach and Methodology to Performing
the Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
TOTAL TECHNICAL POINTS
RANKING
SIGNATURE:
Chairperson:
Reviewed by:
20
15
15
Maximum Total
Points
(4_rnenlbers)
100
75
75
BMG MONEY, INC.
20
20
100
100
10
100
50
400
79
59
59
78
63
23
361
PRINT NAME:
IY2'i/9 �C
CA-15 enn
I 11:1; 111H
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
POST ORAL
ELI M. FEINBERG, PRESIDENT, EMI- & ASSOCIATES, INC.
SELECTION
CRITERIA
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
TOTAL TECHNICAL POINTS
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171_r2(11M
SELECTION
CRITERIA
EVALUATION OF PROPOSALS
RFP NO, 727382
Employee Voluntary Loan Program
POST ORAL
JAIR ESPINOZA, GROUP BENEFITS MANAGER, CITY OF MIAMI
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Maximum
Points
BMG MONEY, INC,
20
19
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
15
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
15
14
14
20
18
20
18
10
8
TOTAL TECHNICAL POINTS
91
1 2/ 18
SELECTION
CRITERIA
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
POST ORAL
GEORGE MENSAF{, DIRECTOR, COMMUNITY & ECONOMIC DEVELOPMENT
PROPOSERS
Maximum
Points
Proposer's General Experience, Qualifications, and Past
Performance 20
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
15
15
20
Financial Capability 20
Loan Rate (Price) 10
TOTAL TECHNICAL POINTS 100
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BMG MONEY, INC.
20
15
viz.zuix
EVALUATION OF PROPOSALS
RFP NO. 727382
Employee Voluntary Loan Program
POST ORAL
LYNDA V. HARMS, VICE PRESIDENT, THE HENDERSON FINANCIAL GROUP
SELECTION
CRITERIA
PROPOSERS
Proposer's General Experience, Qualifications, and Past
Performance
Proposer's Personnel and Subcontractor's Qualifications and
Experience, including Personnel of Subcontractor
Proposed Overall Approach and Methodology to Performing the
Services
Implementation and Management of Program
Financial Capability
Loan Rate (Price)
TOTAL TECHNICAL POINTS
Maximum
Points
BMG MONEY, INC.
20
15
15
20
15
5
90
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