Description
Gain valuable tips and learn how to get the most from your request for the proposal process.Receive the benefit of training from an experienced procurement professional who has personally issued a wide variety of successful request for proposals (RFPs) over a 30year career with the government and nonprofit sector. Be informed as to when an RFP is the proper procurement instrument to use, how to work with a department andor scoring committee to make an appropriate award, and how to avoid pitfalls in the RFP process. This material will also discuss how to draft a successful RFP document, a scoring matrix that will assist in getting the best quality vendor, and a contract as a result of the RFP award.
Date: 2022-08-04 Start Time: End Time:
Learning Objectives
When Is It Appropriate to Do a Request for Proposal (RFP)?
• When Is It Best to Do a Bid or Quote?
• Should a Request for Information (RFI) Be Issued First?
• Developing an RFI
Developing the RFP Document
• Key Sections to Be Included
• Mandatory Requirements
• Preferred or Scored Technical Criteria
• Vendor Submittals
• Weighted Criteria
• Method of Award
• General Terms and Conditions
• Procurement Schedule and Contacts
• Pricing Pages
Developing the Scoring Matrix
• Must Be Drafted With the RFP Document
• What Criteria Can Be Scored?
• How to Structure the Scored Questions
• Are References Being Scored?
• How to Develop a Reference Questionnaire Scoring Sheet
How to Avoid Pitfalls
• Getting the Vendor Response You Are Looking For
• Avoiding Scoring Problems
• Rejecting Proposals
• Debriefing Vendors
• Vendor Responsibility Review
Drafting a Contract With the Winner
• Terms to Include to Prevent Problems
AIPB ,ISM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
John A. Snow-Parsons Behle & Latimer
