Procurement Guidelines - New York State Office of General Services

H. Conducting the Technical EvaluationThe technical evaluation measures the extent by which a proposal would meet theagency’s needs and relies upon the evaluators’ expertise in assessing the strengths andweaknesses of each response. The technical evaluation is a critical part of the ultimate goal ofdetermining which proposal presents the best value to the state. The main steps for performingthe technical evaluation are discussed below.Development of the Technical Evaluation CriteriaThe criteria selected for evaluation must reflect the agency’s objectives, scope ofservices, and requirements as set forth in the RFP. Examples of typical technical criteriainclude, 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;• Management capability of the offerer;• Offerer’s overall past performance;• 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 notrequired, to be disclosed in the RFP.Assignment of Values to Technical Evaluation CriteriaOnce the technical evaluation criteria have been determined, values must be assignedto the criteria and any sub-criteria. Following are three examples of the ways in which valuesare typically assigned:Example 1: Points are assigned to each technical criterion. Evaluators review thetechnical proposals and assign a score up to the maximum points for each evaluationcriteria category. Illustration:• Work plan and methodology to achieve desired end results = 25 points• Offerer’s experience in providing the required services and/or technology = 15points• Offerer’s management capability = 15 points• Proposed staffing plan = 10 points• Conformance with the schedule of work set forth in the RFP = 5 pointsNew York State Procurement Guidelines 31