Effective Tender/RFP Preparation & Evaluation Techniques for Today's Competitive Markets

Date: Tuesday, 26 February 2019 | Time: 11:30 AM PST, 02:30 PM EST | Duration: 90 Minutes
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This webinar will teach you how to craft a Request for Proposal (RFP) with confidence. 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 30-year career with the government and nonprofit sector. Be informed as to when an RFP is the proper procurement instrument to use, how to draft a successful RFP document, how to draft a scoring matrix that will assist in getting the best quality vendor, how to work with a department and/or scoring committee to make an appropriate award, how to draft a contract as a result of the RFP award, and how to avoid pitfalls in the RFP process. Contractors will gain insight on how to ask the right questions and what is involved in getting an award through the RFP process.
RFP Preparation and Evaluation
Instructor: Kenneth M. Jones
Product ID: 505819
Objectives of the Presentation
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
Why Should you Attend
In this webinar you'll receive instruction on creating RFP's and Scoring Matrixes and how to avoid common pitfalls. You will be able to know:
  • How to use an RFP and when an RFI is helpful
  • How to draft and use a scoring matrix
  • How to work with and instruct a team assigned to score an RFP
  • How to structure the RFP document using mandatory and technical requirements
  • How to evaluate cost as part of the RFP process
  • How to assign weighted criteria
  • How to facilitate the drafting of the matrix with the RFP
  • How to work with staff unfamiliar with the process of an RFP
  • How to ensure a successful outcome with the vendor community
  • How to award multiple contracts from one RFP
Who will Benefit
  • Procurement Officers
  • Department Staff assigned to score an RFP
  • Contract Officers
  • Compliance Officers
  • Office Counsel
  • Finance Officers
$200
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Instructor Profile:
Kenneth M. Jones is a procurement specialist at SUNY Center for International Development. Mr. Jones has over 30 years of direct procurement experience. He has conducted regular seminars and workshops on public procurement. Mr. Jones is experienced in developing improved procurement practices. He is a graduate of Schoharie Central School.
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