PROCUREMENT GUIDELINES

H. Conduc ting the Te chn ic a l Eva lua tion The technical evaluation measures the extent by which a proposal would meet the agency’s needs and relies upon the evaluators’ expertise in assessing the strengths and weaknesses of each response. The technical evaluation is a critical part of the ultimate goal of determining which proposal presents the best value to the state. The main steps for performing the technical evaluation are discussed below. Development of the Technical Evaluation Criteria The criteria selected for evaluation must reflect the agency’s objectives, scope of services, and requirements as set forth in the RFP. Examples of typical technical criteria include, but are not limited to: • Work plan and methodology to achieve desired end results; • Experience of the offerer in providing the required services and/or technology; • Qualifications and experience of the offerer’s proposed staff; • Conformance with the schedule of work set forth in the RFP; and • Offerer references. NOTE: Agencies are reminded that the criteria and sub-criteria may, but are not required, to be disclosed in the RFP. Assignment of Values to Technical Evaluation Criteria Once the technical evaluation criteria have been determined, values must be assigned to the criteria and any sub-criteria. Following are three examples of the ways in which values are typically assigned: Example 1: Points are assigned to each technical criterion. Evaluators review the technical proposals and assign a score up to the maximum points for each evaluation criteria category. Illustration: • Work plan and methodology to achieve desired end results = 25 points • Offerer’s experience in providing the required services and/or technology = 15 points • Offerer’s management capability = 15 points • Proposed staffing plan = 10 points • Conformance with the schedule of work set forth in the RFP = 5 points • Management capability of the offerer; • Offerer’s overall past performance;

New York State Procurement Guidelines 31

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