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Fundamentals of Writing RFPs Webinar  

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Online Compliance Panel   

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This live webinar is designed for:Purchasing and procurement professionals, Buyers, Material Managers, Contract Administrators, Project Managers, Controllers, Accountants, Bookkeepers

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Seminar Summary:

A Request for Proposal is a procurement document that includes a scoring matrix. Requests for Proposals are used when criteria beyond cost are to be weighed and scored in making an award. They sometimes are intimidating to the inexperienced but serve an important purpose when used correctly. Usually RFPs are used in procuring highly technical systems and commodities as well as services. An RFP requires that all parties involved are clear in how the award is to be made/scored and what the end user is looking for in a quality proposal. (see full course description)

 

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Training Course Syllabus:


Objectives of the Presentation

You will be able to describe when its appropriate to do an RFP
You will be able to identify key sections to be included in an RFP document
You will be able to recognize how to avoid pitfalls
You will be able to define terms to include to prevent problems
You will be able to draft and know how to use a scoring Matrix
You will be able to know how to get the responses you are looking for

Why Should you Attend

RFPs got you down? Learn how to get the most from your request for proposal process with valuable tips from a seasoned veteran in the field.

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.

Areas Covered

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

Seminar Summary:

A Request for Proposal is a procurement document that includes a scoring matrix. Requests for Proposals are used when criteria beyond cost are to be weighed and scored in making an award. They sometimes are intimidating to the inexperienced but serve an important purpose when used correctly. Usually RFPs are used in procuring highly technical systems and commodities as well as services. An RFP requires that all parties involved are clear in how the award is to be made/scored and what the end user is looking for in a quality proposal. (see full course description)

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