Administrative

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					I.        ADMINISTRATIVE                                                    Y      N
      1   Table of contents in each section
      2   Signature page on each section
      3   Statement of willingness to enter into a contractual agreement
      4   270 Day Proposal Validity
      5   Non-Debarment from Federally Funded Contracts
      6   Competing Commitment Statement
      7   MacBride Fair Employment Principles
      8   Non-Collusive Bidding Practices
      9   Vendor Responsibility Questionnaire
     10   Certification of Compliance with SFL §139-k(5)
     11   Affirmation pursuant to SFL §139-j(3) & §139-j(6)(b)
     12   Disclosure of Prior Non-Responsibility Determinations
     13   Background Questionnaire(s), with references
     14   Biographical Sketch forms
     15   Forms ST-220 CA & ST-220-TD
                                                                           PASS   FAIL


                                                                                         5/23/2007
II.     TECHNICAL                                                            Weight x Rating = Points
      1 Understanding the Nature & Scope of Work to be Performed (3)
        Does proposal show an understanding of goals and objectives of the
        RFP?                                                                       1        3       3

      2 Qualifications (24)
        a. Relevant testing experience                                             3        3       9
        b. Relevant investigation and litigation experience in housing
        discrimination and predatory lending cases                                 3        3       9
        c. Relevant training experience                                            2        3       6

      3 Management (9)
        Capacity to manage and complete project                                    3        3       9

      4 Proposed Technical Solution (39)
    a. Is the approach feasible and does it meet the requirements of the
    RFP?
        i. Training                                                                3        3       9
        ii. Clinical                                                               3        3       9
        iii. Business Plan                                                         3        3       9
    b. Is the approach creative and innovative?
        i. Training                                                                2        3       6
        ii. Clinical                                                               2        3       6
TOTAL                                                                                              75


                                                                                                        24-May-07
I.       TECHNICAL CHECKLIST                                       Y   N
     1   Executive Summary
     2   Narrative for items A through G
     3   Work Plan
     4   Staffing Plan
     5   Problem Notification, Escalation and Resolution Process
     6   Supporting Documentation (if any)

                                                                           5/23/2007
II. TECHNICAL                                        0                                          1                                           2                                          3
                                               Non-Responsive                                Poor-Fair                                Avr. - Good                                   Excellent
 1 Understanding the Nature & Scope
   of Work to be Performed (3)

  Does Proposal show an understanding Offeror does not address specific goals   Executive summary and Introduction         Executive summary contains all of the       Executive summary includes and clearly
  of goals and objectives of the RFP? or narratives in RFP. Offeror             include only minimal detail, although      following: the Offeror's understanding of   and concisely summarizes the
                                      misinterpreted or misunderstood overall   Offeror does address objectives, goals,    the requirements of the RFP; the            following: the Offeror's understanding of
                                      goals and objectives of RFP.              and deliverables.                          Offeror's approach to the work; and how     the requirements of the RFP; the
                                                                                                                           the Offeror can assist the agency in        Offeror's approach to the work; and how
                                                                                                                           accomplishing this effort.                  the Offeror can assist the agency in
                                                                                                                                                                       accomplishing this effort.

                                        Response is disorganized or             Offeror's response is minimal and          Offeror identifies goals and objectives,    Offeror identifies goals, objectives, and
                                        incomprehensible.                       general in nature.                         as well as deliverables as outlined in      deliverables, and evidences a full
                                                                                                                           RFP.                                        understanding of each, giving specific
                                                                                                                                                                       examples wherever possible.
                                                                                There is still a question as to whether
                                                                                Offeror fully understands the objectives
                                                                                and goals of the RFP.
                                                                                                                                                                                                     24-May-07
II. TECHNICAL                                    0                                         1                                          2                                        3
                                           Non-Responsive                               Poor-Fair                               Avr. - Good                                 Excellent
 2 Qualifications (24)
   a. Relevant testing experience   No indication that Offeror has been    Designed and implemented testing          Designed and implemented testing        Designed and implemented testing not only
                                    actively involved in testing.          program, but not recently or extensively. program, and has been actively          within Offeror's organization, but also for
                                                                                                                     involved in testing for more than one   other organizations with similar missions.
                                                                                                                     year.
                                    Negative references on this measure.   Neutral references on this measure.       Some evidence of soundness and          Significant evidence of soundness and
                                                                                                                     effectiveness of program is provided.   effectiveness of program is provided.
                                                                                                                     Good references on this measure.        Excellent references on this measure.

                                                                                                                                                                                              24-May-07
II. TECHNICAL                                              0                                            1                                        2                                        3
                                                     Non-Responsive                                  Poor-Fair                             Avr. - Good                                 Excellent
 2 Qualifications (24)
   b. Relevant investigation and litigation   No indication that Offeror has been        Offeror has some experience in          Offeror has experience in the            Offeror has had extensive experience in
   experience in housing discrimination       actively involved in investigation and     housing discrimination and predatory investigation and litigation of housing     the investigation and litigation of
   and predatory lending cases                litigation of housing discrimination and   lending cases.                          discrimination and predatory lending     housing discrimination and predatory
                                              predatory lending cases.                                                           cases.                                   lending cases.
                                              Response is disorganized or                Key personnel lack relative or          Offeror cites examples of housing        Offeror cites examples of housing
                                              incomprehensible.                          extensive experience in the             discrimination and predatory lending     discrimination and predatory lending
                                                                                         investigation and litigation of housing cases they were involved with.           cases they were involved with, and has
                                                                                         discrimination and predatory lending                                             been recognized for some of those
                                                                                         cases.                                                                           cases.
                                              Negative references on this measure.       Neutral references on this measure. Key personnel have relative                  Key personnel have relative and
                                                                                                                                 experience in the investigation and      extensive investigation and litigation
                                                                                                                                 litigation experience of housing         experience in housing discrimination
                                                                                                                                 discrimination and predatory lending     and predatory lending.
                                                                                                                                 cases.
                                                                                                                                 Offeror's Investigation and litigation   Investigation and litigation in housing
                                                                                                                                 in housing discrimination and            discrimination and predatory lending
                                                                                                                                 predatory lending cases included use     cases resulted in success based on
                                                                                                                                 of testing evidence.                     testing evidence.
                                                                                                                                 Good references on this measure.         Excellent references on this measure.



                                                                                                                                                                                                        24-May-07
II     TECHNICAL                                      0                                         1                                          2                                       3
                                                Non-Responsive                               Poor-Fair                               Avr. - Good                                Excellent
     2 Qualifications (24)
       c. Relevant training experience   No training experience evidenced.      Has done similar training within the past Has done similar training within last two Has done similar training within last two
                                                                                five years.                               years.                                    years including to government or not-for-
                                                                                                                                                                    profit agencies.
                                         Response is disorganized or            Has no staff assigned to training.        Has staff assigned to training function. Cites examples of past training that
                                         incomprehensible.                                                                                                          show creativity and innovation.
                                         Negative references on this measure.   Training methods suggested tend to be Exhibits an understanding of adult            Has full-time training staff.
                                                                                traditional and unimaginative.            learning and is comfortable with a
                                                                                                                          variety of learning methods.
                                                                                Trainers have trained over 75 people in Staff have trained over 150 people in       Staff have trained over 250 people in
                                                                                this area.                                this area.                                this area.
                                                                                Neutral references on this measure.       Good references on this measure.          Excellent references on this measure.



                                                                                                                                                                                                 24-May-07
II    TECHNICAL                                      0                                            1                                         2                                     3
                                               Non-Responsive                                  Poor-Fair                              Avr. - Good                              Excellent
     3 Management (9)
      Capacity to manage and complete   Offeror's business recently created, or   Has existed for less than two years or   Organization has existed for more than Organization has existed for more than
      Project                           funding sources are unclear.              has had funding problems.                two years and can evidence financial   two years, and has a track record of
                                                                                                                           stability.                             fund raising and sound management
                                                                                                                                                                  practices.
                                        May have competing commitments.           May have competing commitments.          Other commitments under way, but staff No major commitments presently under
                                                                                                                           would be dedicated to this Project.    way.

                                        Not clear if key personnel are presently The majority of key personnel are not     The majority of key personnel are      All of the key personnel are presently
                                        employed by Offeror.                     presently employed by Offeror.            presently employed by Offeror.         employed by Offeror.
                                        Response is disorganized or              Neutral references on this measure.       Good references on this measure.       Excellent references on this measure.
                                        incomprehensible.
                                        Negative references on this measure.

                                                                                                                                                                                               24-May-07
II TECHNICAL                                             0                                          1                                             2                                         3
                                                   Non-Responsive                                Poor-Fair                                  Avr. - Good                                  Excellent
4 Proposed Technical Solution (39)
  a. Is the approach feasible and does it   Offeror misinterpreted or               Milestones and time frames are not       Milestones and time frames are realistic      Milestones and time frames surpass
  meet the requirements of the RFP?         misunderstood requirements, or          realistic based on scope of work, or do based on scope of work and adhere to           suggested time guidelines in RFP, but
     i. Training                            Offeror's suggested approach does not   not adhere to general time guidelines in general time guidelines in RFP.               are still realistic based on scope of
                                            address all the requirements of the     RFP.                                                                                   work.
                                            RFP.
                                            Response is disorganized or             Draft work plan does not include all        Draft work plan includes deadlines and Draft work plan is fully developed and
                                            incomprehensible.                       deadlines, or critical paths are unclear.   critical paths                         includes deadlines and critical paths.

                                                                                    It is unclear whether training is           It is clear that training is designed to   It is clear that staff will be provided the
                                                                                    designed to successfully transmit           successfully transmit knowledge            knowledge and specific skills with
                                                                                    knowledge necessary.                        necessary.                                 regard to developing internal capacity.




                                                                                                                                                                                                            24-May-07
II    TECHNICAL                                        0                                           1                                           2                                        3
                                                 Non-Responsive                                 Poor-Fair                                Avr. - Good                                 Excellent
     4 Proposed Technical Solution (39)

      a. Is the approach feasible and does Offeror misinterpreted or               Proposal is not likely to result in        Proposal is likely to result in increasing Proposal almost guarantees an
      it meet the requirements of the RFP? misunderstood requirements, or          increasing the Division's organizational   the Division's organizational capacity in increase in organizational capacity in
         ii. Clinical                      Offeror's suggested approach does not   capacity in this area.                     this area.                                 this area.
                                           address all the requirements of the
                                           RFP.
                                           Response is disorganized or             Proposed amount of time is significantly   Proposed amount of time is appropriate Proposed amount of time is appropriate
                                           incomprehensible.                       more or significantly less than what is    and feasible based on Division         based on Division experience, and an
                                                                                   appropriate or feasible based on           experience.                            explanation is included to justify it.
                                                                                   Division experience.
                                                                                   Participation by Division staff is         Participation by Division staff members Participation by Division staff is
                                                                                   mentioned, but the exact role is not       and their roles is defined.             incorporated into the investigation and
                                                                                   clearly identified.                                                                litigation in a meaningful way.
                                                                                                                                                                      Support after Project is offered.
II     TECHNICAL                                              0                                          1                                           2                                        3
                                                        Non-Responsive                                Poor-Fair                                Avr. - Good                                 Excellent
     4 Proposed Technical Solution (39)
       a. Is the approach feasible and does it   Offeror misinterpreted or               Although complete, the Proposal does       The Proposal takes into account the       The Proposal takes into account the
       meet the requirements of the RFP?         misunderstood requirements, or          not take into account the resources of     resources of Agency.                      resources of the Agency, and provides
           iii. Business Plan                    Offeror's suggested approach does not   the Agency.                                                                          concrete solutions.
                                                 address all the requirements of the
                                                 RFP.
                                                 Response is disorganized or             Implementation of Proposal will cause      Proposal supports knowledge transfer      Proposal supports maximum
                                                 incomprehensible.                       disruption in Agency operations, and is    to the largest number of Division staff   knowledge transfer to the largest
                                                                                         not applicable to investigators or legal   with the least disruption of regular      number of Division staff with the least
                                                                                         staff.                                     activities.                               disruption of regular activities.
                                                                                         Time frames are not clearly defined.       Time frames are defined.                  Time frames are clearly defined, and
                                                                                                                                                                              related to each step of the plan.


                                                                                                                                                                                                            24-May-07
II    TECHNICAL                                        0                                       1                                  2                                        3
                                                 Non-Responsive                             Poor-Fair                       Avr. - Good                                 Excellent
     4 Proposed Technical Solution (39)
       b. Is the approach creative and    Offeror misinterpreted or             Suggested training methods are   Offeror addresses the issue of different Offeror addresses the issue of different
       innovative?                        misunderstood requirements, or        traditional or unimaginative.    learning styles, and the training is     learning styles, and the training is
           i. Training                    Offeror's suggested approach does not                                  designed to reach all participants.      designed to reach all participants.
                                          address the requirements of the RFP.

                                          Response is disorganized or                                            Proposal reflects a variety of teaching   Proposal reflects a variety of teaching
                                          incomprehensible.                                                      methods and interactive exercises.        methods and interactive exercises.
                                                                                                                                                           Offeror provides examples of success
                                                                                                                                                           in like organizations with similar
                                                                                                                                                           approach.

                                                                                                                                                                                         24-May-07
II    TECHNICAL                                        0                                          1                                      2                                        3
                                                 Non-Responsive                                Poor-Fair                           Avr. - Good                                 Excellent
     4 Proposed Technical Solution (39)
       b. Is the approach creative and    Offeror misinterpreted or             Offeror's approach is traditional or    Offeror's approach utilizes testing and   Offeror's approach utilizes testing, and
       innovative?                        misunderstood requirements, or        unimaginative.                          other state-of-the-art methods for        other state-of-the-art methods for
          ii. Clinical                    Offeror's suggested approach does not                                         investigation and litigation.             investigation and litigation.
                                          address the requirements of the RFP.

                                          Response is disorganized or             Strategies suggested may already be   Strategies suggested are not regularly    Strategies suggested are not regularly
                                          incomprehensible.                       used by the Division.                 utilized by Division.                     utilized by Division.
                                                                                                                                                                  Offeror provides examples of success
                                                                                                                                                                  in like organizations with similar
                                                                                                                                                                  approach.



                                                                                                                                                                                                24-May-07