ERATE PROCESS STEP TWO BID EVALUATIONS BID EVALUATIONS

E-RATE PROCESS STEP TWO BID EVALUATIONS

BID EVALUATIONS 470 RFP

BID EVALUATIONS “After posting an FCC Form 470 and waiting 28 days, you must evaluate all bids received using cost as the most heavily weighted factor. ” RF BID EVALS

BID EVALUATIONS RULES 1. Must be completed after 28 days 2. Eligible price must be the. ELIGIBLE most ELIGIBLE PRICE heavily weighted factor. 3. Must choose most cost effective bid PRICE 4. If applicable, must evaluate eligible price and ineligible price separately. 5. Disqualification factors INELIGIBLE must be PRICE stated in 470/RFP ― BID EVALS INELIGIBLE OTHER CONSIDERATIONS PRICE One bid received? RF Ø Still must prove cost-effectiveness No bids received? Ø You may solicit bids from providers or current vendor. INVOICING MODE

BID EVALUATIONS RULES 1. Must be completed after 28 days 2. Eligible price must be the. ELIGIBLE most ELIGIBLE PRICE heavily weighted factor. 3. Must choose most cost effective bid PRICE 4. If applicable, must evaluate eligible price and ineligible price separately. 5. Disqualification factors INELIGIBLE must be PRICE stated in 470/RFP ― BID EVALS INVOICING MODE INELIGIBLE OTHER CONSIDERATIONS PRICE Disqualification reasons cannot be scored on a range. Must be pass/fail. Mandatory walkthroughs and conferences are eligible Follow State and Local rules RF

BID EVALUATIONS YOU CHOOSE YOUR CRITERIA… HISTORY ELIGIBLE PRICE INELIGIBLE PRICE BID EVALS INVOICING MODE INSTALL TECH

BID EVALUATIONS YOU CHOOSE YOUR CRITERIA… PRICE BID EVALS INSTALL TECH

BID EVALUATIONS YOU CHOOSE YOUR CRITERIA… BID EVALS ELIGIBLE PRICE INELIGIBLE PRICE

BID EVALUATIONS YOU CHOOSE YOUR CRITERIA… PRICE

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Price of eligible products 50 Price of ineligible products 20 History with vendor 10 Installation Costs 10 Technical Specs 10 Total 100

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Price of eligible products 45 History with vendor 5 Installation Costs 40 Technical Specs 10 Total 100

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Price of eligible products 30 Price of ineligible products 20 History with vendor 10 Installation Costs 10 Technical Specs 30 Total 100

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Price of eligible products 55 History with vendor 10 Installation Costs 5 Technical Specs 30 Total 100 During a selective review, the reviewer finds “ineligible” products bundled with eligible components. ? ? ?

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Vendor A Vendor B Vendor C Vendor D Eligible Price 50 40 20 30 Ineligible Price 10 10 8 6 50 4 History with vendor 10 8 10 4 6 Installation Costs 10 4 6 10 8 Technical Specs 20 18 16 20 100 80 60 14 64 Total 88

BID EVALUATIONS EXAMPLES Single Tier Criteria Points Vendor A Vendor B Vendor C Vendor D Eligible Price 50 48 35 20 Ineligible Price 10 10 7 6 50 9 History with vendor 10 9 6 4 10 Installation Costs 10 10 6 5 8 Technical Specs 20 20 16 18 100 97 70 14 49 Total 95

BID EVALUATIONS EXAMPLES Multi Tier Two stage process (can be more) • First Round: “This tier may be evaluated on a pass-fail basis or it may be scored numerically, where a minimum score is required to advance to the next phase of the evaluation process. ” • Second Round: “Applicants may use the second tier of the evaluation process to examine price and other criteria. ”

BID EVALUATIONS EXAMPLES Multi Tier Criteria Vendor A Vendor B Vendor C Vendor D Offers SPI Billing YES YES Meets Technical Requirements YES YES Responsive Bid YES NO YES Vendor on Red Light Status YES YES Vendor C is eliminated for providing a non-responsive bid. * Disqualification factors MUST be supplied in 470 and/or RFP

BID EVALUATIONS EXAMPLES Multi Tier Criteria Points Vendor A Vendor B Vendor C Vendor D 60 60 40 0 60 History with vendor 5 5 3 0 0 Installation Costs 5 3 5 0 5 Technical Specs 30 25 20 0 30 100 93 68 0 95 Eligible Price of equipment Total During a cost effectiveness review, this bid evaluation shows that while the eligible price were equal, the install cost was the determining factor.

BID EVALUATIONS AFTER THE EVALUATION: 1. Follow process laid out in RFP (if applicable) 2. Notify winning and losing vendors. 3. Enter into legally binding agreement.