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Fundamentals of Writing RFPs

Date: Tuesday, July 17, 2018
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services


Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00

 

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.

Learning Objectives:

  • You will be able to describe when it's 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.

This Live Webinar Covers These Hot Issues:

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

Credit Information (Sponsored by Lorman Education Services):

  • CPE
  • ISM
  • AIPB
  • NASBA

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Kenneth M. Jones

  • Procurement Specialist working part time for the SUNY Center for International Development with their program in Kenya, Africa
  • Has trained many University staff on procurement rules and regulations
  • Established online ordering processes with vendors ranging from office supplies to lab chemicals and continues to provide training in his current position to procurement staff in Nairobi, Kenya
  • 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 kjones8@nycap.rr.com

(Not available outside the US)