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 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 work with a department and/or 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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
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
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Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 4, 2022.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- ISM 1.0
- Participants who successfully complete this program will receive 1.0 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Kenneth M. Jones
- Procurement specialist (part time) providing training to new procurement staff at the University at Albany, SUNY
- Previously served as the Assistant Director of Institutional Services at the University at Albany, SUNY, for 15 years
- Has trained many university staff on state procurement rules and regulations as well as the Research Foundation for SUNY (a non-profit organization) rules and regulations working with various granting agencies
- Provided procurement procedures, training, and transactional review for a research foundation for a SUNY grant funded procurement team in Nairobi, Kenya
- Established online ordering processes with vendors ranging from office supplies to lab supplies
- More than 30 years of experience working in the public and nonprofit procurement field
- Previous purchasing experience included procuring commodities, services, and construction for the departments on campus
- Conducts regular seminars, webinars, and workshops on various procurement topics
- Past purchasing assistant for the New York State Office of Taxation and Finance
- Can be contacted at 518-875-6854 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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