RFPs and the Evaluation Process:
Getting it Right!!

A Best Practices Training CD by Michael Asner

Having problems with your evaluations? Do your evaluators disagree on the process or the scores? After a lengthy investment of time and trouble, have you ended up with no clear winner or, worse still, does a poorly qualified vendor end up with most of the points? Are you plagued by legal headaches because your ‘mandatory’ requirements are challenged as being ambiguous? Has a court recently negated one of your awards?

Perhaps you are new to managing an RFP evaluation process and/or are worried whether your people are ‘up to speed’ on how they handle their evaluations. Perhaps you’ve been doing this for years, but want some help in training members of a new Evaluation Team. If this sounds like you or your organization, consider purchasing our training CD

RFPs and the Evaluation Process – Getting It Right

An engaging, 100-minute PowerPoint training seminar on CD, narrated by Michael Asner
18 resource documents
673 pages of reference material
Only $195 for a single user license

A poorly designed evaluation process can lead to many difficult and complex problems. Our training CD can help.

What We Cover

Part 1 – The Right Way: Evaluation Process Best Practice (24 minutes)

The five components of a complete evaluation process
How to define ‘best value’
The characteristics of an effective evaluation process
How to organize the Evaluation Committee

The Best Practices from many jurisdictions including MA, AZ, NY, NM, AK, WI, MN, NC, CT, WA as well as BC and NS in Canada.

Part 2 – The Nine Building Blocks (56 minutes)

Establishing Compliance
Scoring the Proposals
Imposing Upset Levels
Evaluating the Cost
Developing a Short List
Interviewing Suppliers
Negotiating the Contract
Requesting Best and Final Offers
Checking References

Examples are based on Best Practices from many jurisdictions including CA, NV, WA, CT, UT, AK, NM, LA, MA as well as YK in Canada and Victoria in Australia.

Part 3 – Six Documents to Intimidate Their Lawyers (20 minutes)

Follow an RFP road map.
Specify the activities of the Evaluation Committee
Develop a fairness plan.
Publish an Evaluation Guide
Publicize an effective Debriefing Procedure.
Document the Protest Procedure.

Examples are based on best practices from MN, AZ, AK, Federal Acquisition Institute, Federal Transit Administration, Miami and Orlando as well as Atlantic Lottery in NS Canada and the UK Government.

Reference Material (673 pages)

1. The Request for Proposal Handbook
            (130 pages)

            Chapter 7: The Evaluation Process
            (pages 219-277)

            Chapter 8: The Building Blocks of the
            Evaluation Process (pages 278-340)

2. New York State Procurement Guidelines
      (110 pages) Section 7 deals with RFPs

3. The Commonwealth of Massachusetts
Guidelines for Ensuring Best Value Procurement

4. New Mexico
Request For Proposal Procurement Guide

5. Montana
Initiating and Navigating the Request for Proposal Process

6. New Mexico - a voice clip about their handbook

7. Federal Transit Administration, U.S. Dept. of Transportation
Best Practices Procurement Manual

8. Federal Acquisition Institute
Unit 47: Debriefing

9. Office of Government Commerce (UK)
Supplier Debriefing

10. Alaska
RFP Evaluators Guide

11. State of Victoria (Australia), Dept. of Treasury and Finance
Best Practice Advice - Probity

12. State of Victoria (Australia), Dept. of Treasury and Finance
Probity Plan (Template)

The RFP Report 13. Atlantic Lottery Corp.
Evaluation Charter

14. Issue 45, The RFP Report

15. Issue 42, The RFP Report

16. City of Miami
            Protest Procedure

17. State of Nebraska
Protest Procedure

18. Atlantic Lottery Corp.
Protest Procedure

Who Would Benefit from this Training Seminar

State and Local Public Sector Procurement Managers and Officers
State and Local Administrators who want to understand the process better

An engaging, 100-minute PowerPoint training seminar on CD, narrated by Michael Asner
18 resource documents
673 pages of reference material
Only $195 for a single user license

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