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 
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