• 71 minutes

Developing the RFP Document and the Scoring Matrix


Review key sections to be included in both the RFP and the scoring matrix.

The RFP document usually includes information on the company/agency and the department’s mission, a brief description of the project, a list of mandatory requirements for all vendor’s to meet, and technical scoring criteria and informational response section. The matrix and RFP are drafted together to ensure that the answers scored in the matrix appear as questions in the RFP. Mandatory requirements are evaluated on a pass/fail basis but are not included in the scoring criteria. Proposals meeting mandatory requirements are scored against the matrix. Depending on the value to be placed on the technical portion of the RFP, costs should be at least 30% of the total scoring criteria. Watch this video for details on the RFP evaluation process and how to develop a scoring sheet.

Runtime: 70 minutes



Kenneth M. Jones

Kenneth M. Jones

  • Procurement specialist (part-time) providing training to new procurement staff at the University at Albany, SUNY
  • Has trained many university staff on state procurement rules and regulations as well as the Research Foundation for SUNY (a non-profit organization) rules and regulations working with various granting agencies
  • Provided procurement procedures, training, and transactional review for a research foundation for a SUNY grant-funded procurement team in Nairobi, Kenya
  • Established online ordering processes with vendors ranging from office supplies to lab supplies
  • 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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