APPENDIX 4.

2
Proposer Name: Technical Proposal Evaluation Scoresheet

. .

TECHNICAL PROPOSAL EVALUATION SCORESHEET

Collaborative Design-Build
{ Insert Project Name }
California State University, { Insert Campus }
{Campus to customize this form to reflect requirements contained in the RFP.}

Technical Reviewer: Committee Consensus* Proposer Name:

RFP Section 9 - Technical Proposal Requirements

TAB 1 - Project Specific Experience / 40 points Maximum

{Campus to enter the 4-5 Criteria specified in the RFP, so that the total number of items is divisible into Max Pts /
40 points} Item

1. {Campus to enter Criteria #1 from RFP} 8

2. {Campus to enter Criteria #2 from RFP} 8
3. {Campus to enter Criteria #3 from RFP} 8
4. {Campus to enter Criteria #4 from RFP} 8
5. {Campus to enter Criteria #5 from RFP} 8
Subtotal Points for Project Specific Experience

TAB 2 - Project Organization, Personnel Experience and Qualifications / 50 Points Maximum

Provide information for the organization of the project staff that will be used to successfully deliver this
Max Pts /
project. Define the key personnel of each team component and how the team will be managed, the
Item
decision making ability in the process, and the qualifications of the key personnel.

A. Project Organization - 11 Points Maximum

1. How will staff function during each phase of the project 3
2. Identify key positions within the organization and the role and responsibilities / Org. Chart 5
3. Identify whether positions will be for the duration or phase of the project 3
B. Personnel Experience and Qualifications - 29 Points Maximum
1. Experience on projects of similar size, scope and complexity & budget 10
2. Experience with alternative project delivery methods / Collaboration with project team 5
3. Professional certifications and technical expertise 3
4. Experience working with other proposed team members - Matrix with projects and staffing 11
C. In-House Capabilities - Identify In-house specialties that improve the project - 5 Pts Maximum 5
D. Length of Employment with CM - 5 Points Maximum 5
Subtotal Points for Project Organization, Personnel Experience and Qualifications

TAB 3 - Staffing Levels / 80 Points Maximum

Staffing levels will be scored based on the total quantity of hours, appropriateness of classifications, and Max Pts/
quantity of hours for each classification. Item

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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A. Preconstruction - Table of staff / Employees & Classifications / Total time spent 40
B. Construction - Table of staff / Employees & Classifications / Total time spent 40
C. Hourly Rates / Preconstruction & Construction - Submitted with Fee Proposal 0
Subtotal Points for Staffing Levels

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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TAB 4 -Project Approach / 80 Points Maximum
Provide a narrative of the approach and work plan for Preconstruction and Construction. Indicate a clear Max Pts/
understanding of Collaborative Design-Build delivery. Item

A. Design-Phase Approach / 45 Points Maximum

1. Approach to the design and review of the documents with Architect and Campus 5
2. Process to confirm budget / Description of target budgets 5
3. DB participation in design, design and constructability, value engineering, estimating, recommendation
5
of alternative materials and methods, and construction methods to maximize use of the budget.
4. Opportunities for sustainable design 3
5. Development of bid packages and inducing competitive bid packages 5
6. Quality Control Plan 3
7. Prequalification of trade contractors 3
8. Experience with, and recommendations for design assist trade contractors 5
9. Process for presenting design schemes, floor plans, exterior and budget, to the Trustees for approval 3
10. Process for finalizing programming 5
11. Process for obtaining Trustee approval on systems and materials 3
B. Construction Approach / 35 Points Maximum
1. Administration of schedule to assure trade contractor compliance 10
2. Preconstruction Meeting 5
3. Process for review of trade contractor progress reports / cash flow projections 5
4. Coordination of trade contractors, schedule and problem resolution 5
5. Quality control plan / Personnel that will review submittals /Personnel tasked with assuring work
complies with submittals / Use of mock-ups / Process to link VE & cost control from preconstruction to 10
construction.
Subtotal Points for Overall Project Approach

TAB 5 - Project Schedule and Plan / 50 Points Maximum

Include a summary level schedule illustrating how DB intends to manage the Project. Provide the
schedule and narrative demonstrating that the DB understands the overall process and sequencing of Max Pts/
activities starting at the beginning of preconstruction through the end of construction, including durations Item
of reviews, and project milestones.
A. A CPM schedule that integrates the all critical proposed design & construction activities. 15
B. Illustrate an understanding of the CSU processes, required Project approvals, and durations
15
for design and agency reviews.
C. Coordination of the project milestones with critical approval, review and activity links. 10
D. Identifies sequences and relationships for critical submittals and shop drawings. 10
Subtotal Points for Project Schedule and Plan

TAB 6 - Exceptions / Clarifications / 0 points Maximum Max Pts

Any exceptions or clarifications to the RFP must be listed on an item-by-item basis and cross-referenced
with the RFP document. If there are no exceptions or clarifications, Proposer must expressly state that no 0
exceptions or clarifications are taken.
Subtotal Points for Exceptions/Clarifications

Sketch or Rendering to Accompany Technical Proposal / 50 points Maximum Max Pts

24" x 36" size sketch or rendering that best reflects the DB vision of the structure 50

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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Subtotal Points for Sketch/Rendering

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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Proposer Interview / 40 points Maximum
The makeup of the proposed Proposer's Project team and each member's ability to communicate and work Max Pts /
effectively with the rest of the team; the presentation should focus on the following: Item

1. Introduction of the proposed staffing for the Project, and qualities that each proposed staff
6
member brings to the team that will lend to the success of this Project.
2. The factors that differentiate this Proposer from the others, i.e. unique qualifications. 6
3. Descriptions by Proposer's staff of their previous successes and difficulties with
integration into, and communications with, previous project teams. 6

4. Areas of the Proposer's proposal that warrant the special attention of the evaluation team,
especially those projects completed by this team together in the local area that demonstrate 6
their ability to successfully complete this Project.
5. Proposers approach, and opinion of the projects goals, budget, and schedule. 10
6. Project-related questions the Proposer's team may have for the interview team. 6
Subtotal Points for Proposer Interview

Total Technical Proposal Points / 390 points Maximum Max Pts

Total Technical Proposal Points 390

The undersigned members of the RFP Technical Proposal Evaluation Committee certify that this is a true summary of the agreed
upon quality points.

Signatures

* Committee Consensus—The recommended best practice for the evaluation of the technical proposals is as follows:
The sections of the submitted technical proposals should be divided up amongst the review committee based on reviewer
expertise. Each committee member does a brief overview of the entire proposal. Each reviewer is then responsible for doing a
detailed review of the same assigned portions of each proposal, and be prepared to discuss their assigned sections at the committee
review meeting. Based on each reviewer's recommendations and discussion points the committee will agree on a consensus score
for each item and tab. The end result is a more thorough review as each committee member becomes an "expert" at his or her
section.

Page 5 of 3 pages
 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

. .

POSAL EVALUATION SCORESHEET

aborative Design-Build
{ Insert Project Name }
State University, { Insert Campus }
e this form to reflect requirements contained in the RFP.}

Technical Proposal Requirements

nts Maximum
Proposer's
Score

0
0
0
0
0
0

xperience and Qualifications / 50 Points Maximum

Proposer's
Score

0
0
0
9 Points Maximum
0
0
0
0
0
0
0

Proposer's
Score

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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0
0
0
0

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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mum
Proposer's
Score

m
0
0

0
0
0
0
0
0
0
0
m
0
0
0
0

nts Maximum

Proposer's
Score

0
0
0

Proposer's
Score

Proposer's
Score
0

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 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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0

Page 9 of 3 pages
 APPENDIX 4.2
Proposer Name: Technical Proposal Evaluation Scoresheet

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Proposer's
Score

0
0
0

0
0
0

Proposer's
Total
Score

oposal Evaluation Committee certify that this is a true summary of the agreed

Signatures

practice for the evaluation of the technical proposals is as follows:

hould be divided up amongst the review committee based on reviewer
erview of the entire proposal. Each reviewer is then responsible for doing a
ch proposal, and be prepared to discuss their assigned sections at the committee
endations and discussion points the committee will agree on a consensus score
rough review as each committee member becomes an "expert" at his or her

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