Monday, March 25, 2013

Developing and Managing RFPs and RFQs

I spoke last week at the Washington Municipal Clerks Association (WMCA) conference on Developing and Managing RFPs and RFQs.  Here's an outline of the 1.5 hour session (a very fast-paced overview), which I also teach as a full day class:

Planning the Procurement
  • When to Use an RFP, RFQ, or ITB
  • Qualifications Based Selection (QBS)
  • Solicitation Documents
  • Solicitation Method
  • Scope of Work
  • Evaluation Criteria
Conflicts of Interest
  • May the designer also bid as a contractor?
Standard RFP/RFQ Provisions
  • Schedule
  • Submittal Requirements
  • Conversations Before Advertising
  • Questions and Changes - Addenda
  • Federal Provisions
Evaluation Process
  • Evaluation Committee Membership
  • Orientation Meeting for Evaluation Committee
  • Provide Documents to Evaluation Committee
  • Ethical Issues
  • Review and Scoring of Proposals
  • Interviews
  • Sample Interview Evaluation Criteria
  • Attendance at Interviews
Contract Negotiations
  • Scope of Work
  • Hours
  • Staff Allocation
  • Fully Loaded Hourly Rates
  • Markup Percentages
  • Overhead
Contact me:  If you're interested in talking about me providing this training to your agency or association, please contact me.
Mike Purdy's Public Contracting Blog 
© 2013 by Michael E. Purdy Associates, LLC

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