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Fundamentals of Writing RFPs

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.

Runtime: 86 minutes
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Why Lorman?

Over 31 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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Why Lorman?

Over 31 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 Webinar

This course was last revised on July 17, 2018.

Call 1-866-352-9540 for further credit information.

  • ISM 1.25
     
  • Participants who successfully complete this program will receive 1.25 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.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 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

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 [email protected]
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Why Lorman?

Over 31 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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Product ID: 403522
Published 2018
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