Policy_Manual_2-12-2024

• If the maximum cost differential percentage threshold is established as within 10% above the lowest cost proposal, then any proposal with a cost exceeding the lowest cost proposal by more than 10% will be rejected, while proposals with costs that do not exceed that amount will move on to the subsequent stage. • If the maximum cost differential percentage threshold is established as within 5% above the District’s stated project budget, then any proposal with a cost exceeding the budget by more than 5% will be rejected, while proposals with costs that do not exceed that amount will move on to the subsequent stage. • If the maximum cost differential percentage threshold is established as within 8% above the lowest cost proposal and within 2% above the District’s stated project budget, then any proposal with a cost exceeding the lowest cost proposal by more than 8% or a cost exceeding the budget by more than 2% will be rejected, while proposals with costs that do not exceed either threshold will move on to the subsequent stage. Required Content in Request for Proposals When using the multiple stage cost qualification RFP process, the District shall establish and include in the request for proposals: 1. The minimum mandatory pass or fail requirements that proposals must meet in stage one in order to move on to stage two; 2. The maximum cost differential percentage threshold that proposals must not exceed in stage two in order to move on to stage three; 3. The technical criteria and a score threshold that proposals must meet in stage three in order to be eligible to move on to stage four; and 4. If applicable, the total combined score threshold in stage four that proposals must meet to determine best value and be eligible for contract award. Evaluation Process Except as provided above in this policy with regard to the evaluation committee in specified circumstances having access to cost information, the following process shall be used to evaluate proposals and award a contract under this multiple stage process: 1. Stage One: An individual assigned by the District shall evaluate each offeror’s proposal in response to the minimum mandatory pass or fail requirements set forth in the RFP. Offerors with proposals that do not meet the mandatory minimum pass or fail requirements shall be rejected and are not allowed to move on to subsequent stages and are not eligible to receive a contract award; offerors with proposals that meet the mandatory minimum pass or fail requirements shall be deemed qualified to move on to stage two. 2. Stage Two: The District shall assign an individual who is not a member of the evaluation committee to evaluate the cost proposals of offerors qualified in stage one in response to the cost criteria and maximum cost differential percentage threshold set forth in the request for proposals. This evaluation shall be done outside the presence of the evaluation committee and neither the cost proposals nor the results of the cost proposal evaluations shall be shared with the evaluation committee until all technical scoring is completed in stage three. Offerors with cost proposals that exceed the maximum cost differential percentage threshold shall be rejected, not allowed to move on to subsequent stages, and not eligible to receive a contract award, while offerors with cost proposals that do not exceed the maximum cost differential percentage threshold shall be deemed qualified to move on to stage three. Cost shall be evaluated in accordance with the process outlined above in this policy, and a cost score shall

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