Michael Asner RFP, Request For Proposal Handbook, Books, Newsletters & Articles
 
   

Are You Ready to Find Out How Leading State and Local Governments and their Agencies Reduce RFP Risks, Save Millions and Avoid Litigation by Getting it Right the First Time!

New Fourth Edition, Completely Updated, Released June 2010

Request for Proposal HandbookThe Request for Proposal Handbook
By Michael Asner

The Fourth Edition of the leading RFP best practices handbook shows you how to construct RFPs that work! Being used by more than 4,000 public bodies.

370 pages of best RFP practices and examples of excellence. More Information

 


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View the Table of Content and Preface


 

Hear what the President of NASPO says about this book . . .

“Michael Asner's book removes a lot of the RFP process mystery.  It is one of very few RFP books that address the negotiation process.  I refer to Mr. Asner's book often and it is recommended reading for public procurement officers.”

- John O. Adler, CPPO
State Procurement Administrator
State of Arizona
President, National Association of State Procurement Officials

 

Hear what the President of NIGP says about this book . . .

“I have found the Request for Proposal Handbook by Michael Asner to be a great training tool for my buyer staff. Although I have an experienced staff, they have had limited exposure in their careers to RFPs. The best practices information, examples and checklists all have proven to be wonderful tools. Thank you Michael.”

- Ron Watkins CPPO, Purchasing Manager
City of Grand Junction , Colorado
President, National Institute of Governmental Purchasing

 

Hear what one NAEB expert says about this book . . .

Dear Michael:

"Thank you so much for producing The Request for Proposal Handbook. The Handbook has served me well since I received it in 2000. Even though I consider myself an expert on solicitations, every time I embark on a difficult project I look to the Handbook for guidance and I also leaf through the RFP Report newsletters, just to refresh myself on some of the more esoteric issues and to review the processes --- invariably, I find valuable guidance and astute advice in both publications. I recommend the Handbook as a ready purchasing reference for both the novice and the seasoned professional.”

- Lloyd Rain
Lloyd Rain  Lloyd Associates
Springfield, OR

 

Hear what a leading court management consultant says about this book . . .

“I've had the pleasure of working with Michael on projects requiring expertise in procurement strategies and his skills are unsurpassed in this field. The RFP Handbook and RFP Report newsletters are valuable resource guides that belong on the desk of every procurement manager.”

- Chris Crawford
JUSTICE SERVED
www.justiceserved.com


Creating an RFP is a risky business. Many RFPs have serious flaws: they don't structure the evaluation process so that its “fair and open”, and they omit major requirements, and they don't ask for risk management information. This book will help you create successful RFPs. This book contains the best RFP practices from more than sixty jurisdictions. It will help you avoid pitfalls and problems. Adopting only a few of these techniques will reduce the risks significantly.

More than 60 state and local governments and agencies have contributed to this text. Some have great RFP manuals; others, have introduced innovative approaches; and others have issued exemplary RFPs or templates. This information is not secret – it's just spread across hundreds of organizations. And now, it's all in one place.

This is the third edition. The first two best-selling editions cost $295 and sold out. This new edition incorporates lots of feedback, suggestions, and new topics provided by procurement managers and other readers. There is a brand new section on an increasingly important, often neglected and misunderstood issue – Negotiations..

Read what John Adler has to say . . .

“RFP/Competitive Negotiation is a very flexible and effective procurement process for complex buys.  The process was developed in the 1950's for complex weapon systems and the space program.  Unfortunately, many state and local government procurement officers do not understand the process or lack confidence in their abilities and do not take advantage of the features and flexibility inherent in the process.

Michael Asner's book removes a lot of the RFP process mystery.  It is one of very few RFP books that address the negotiation process.  I refer to Mr. Asner's book often and it is recommended reading for public procurement officers.”

- John O. Adler, CPPO
State of Arizona
President, National Association of State Procurement Officials

 

What makes this book so valuable?

What makes this book so valuable? Simply stated, it is the compendium of best RFP practices. It will save you hundreds of hours and thousands of dollars. If you want to improve your current RFPs,
The Request For Proposal Handbook will help you “get it right”!

Six features will save you thousands of dollars in research on best RFP practices and reduce your RFP risks dramatically:

•  Best RFP Manuals. Describes the five best RFP manuals and what makes them great. We've sorted through hundreds of documents and identified five that are easy to read, contain great ideas, identify best practices and provide practical advice on creating effective RFPs.

•  Exemplary RFPs. Examines two exemplary RFPs and an excellent template. Read our review of what makes them great and how they attract better proposals.

•  Strategic Issues. Presents current information about how other organizations have dealt with strategic issues such as Negotiations, Risk Management, and the Use of a Fairness Officer.

•  Real Examples. Reviews real examples from practitioners. For example, Chapter 7 deals with the evaluation process and contains best practices and examples from 10 different jurisdictions.

•  Checklists. Checklists can be used as a quality control device. This book contains 14 of the best, ones that are extremely useful in managing the process and reducing the risks.

•  Web Links. Each reference is accompanied by a web link so that you can retrieve the entire source document and see for yourself why it's so valuable.

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Real Complete Examples from Practitioners

This book provides concrete examples of best practices from US, Canada , United Kingdom and Australia. Many readers want to review the entire original source document, not simply the extract or a summary. This book provides the web address so that you can easily retrieve the complete original document.

For example, Chapter 7 deals with the evaluation process. It contains ‘best practices' and examples of excellence from 10 different jurisdictions:

  • From Nova Scotia, What is an evaluation and why is one required?
  • From Arizona , What is Best Value and how do you get it?
  • From Oregon , What is an effective evaluation?
  • From Alaska , composition of the evaluation team
  • From North Arizona University , the Evaluation Committee Non-Conflict Form
  • From Montana , their 22-step RFP process and their 9-step evaluation process
  • From Massachusetts , the Evaluation Guide
  • From Victoria, Australia, a template for a Probity Plan (Fair and open competition)
  • From Federal Transit Authority, the role and value of debriefing
  • From United Kingdom, Office of Government Commerce, how to handle a debriefing.

The book contains selected material from each of these great resources. For each, the entire source document can be retrieved using the web address provided in the book.

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Great Checklists Included In This Book

Checklists are a great quality control tool. They are simple to use and reduce the risks dramatically. This book contains more than 14 of the best that deal with the entire process:

  • 27 procurement planning tasks
  • 11 Potential Solicitation Problem Areas
  • 22 pitfalls in running an RFP process
  • 30 purchasing tasks that add value to the RFP process
  • 40 tasks of a Fairness Officer
  • 16 reserved rights to include in your RFP
  • 29 Items to be included in every RFP
  • 11 features of excellent RFPs
  • 11 essential obligations of the agency to the offeror
  • 24 items to include in the Procurement File
  • 21 pre-RFP activities to ensure success
  • 90 different contract clauses
  • 7 Characteristics of High Risk Procurements

“The branch's approach to the treatment of risk in procurement was recently recognized internationally in May 2003, when a leading North American publisher of information on tendering issues reviewed hundreds of websites and organizations to identify best practice in risk management in public sector procurement . . . The resulting publication by Michael Asner Consulting, stated: Of the sites reviewed this was the best.”

- Victoria Government, Australia , Dept. of Treasury,
Annual Report 2002-03

The information found in this book about risk management and RFPs can be used to eliminate hidden dangers from your evaluation process. Chapter 3 promotes the inclusion of questions in your RFP to help vendors identify risks, their sources, and the steps that can be taken to eliminate or mitigate them. Imagine how your evaluation would be improved if you could base the selection on an analysis of the risks associated with each proposal.

Want to learn the “secrets” of successful RFPs? I call them “secrets” not because there are any magic pills but rather because they are established, effective techniques that are not in common use in the majority of state and local governments and agencies. That's right, the ideas are there and they are often easy to implement. There just not used.

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WHAT YOU WILL LEARN …

  • When NOT to use an RFP How to reduce risks by using a fairness officer
  • How to design an RFP process that works
  • How to demand risk management information in the RFP document
  • How to solve 20 commonly occurring RFP problems.
  • The characteristics of two exemplary RFPs and three RFP templates and the reasons they are good.
  • Features and innovations found in the 5 best RFP manuals we've found
  • Hot to use Best and Final Offers to improve proposals
  • How to get the proponent to sign the contract before opening the proposals.
  • The duties and responsibilities of the person managing the entire RFP process
  • How to conduct negotiations, discussions and clarifications
  • What is best value and how do to build it into your evaluation process
  • How you can sole source without generating complaints
  • How to design an evaluation process that works
  • How to structure and manage the evaluation committee and eliminate conflicts of interest of the evaluators.
  • What to put in the recommendation report to support your decision
“The handbook has been a wonderful asset. Chapter 7, “The Evaluation Process” and Chapter 8, “Building Blocks of the Evaluation Process” have been particularly helpful. The sample scoring methods were just what I needed to help me develop a method to fit my particular situation.

- Noel Polanycia,
Procurement Specialist
City of Arvada, CO

Unique to this book…. How to design an evaluation that works….. In Chapter 8 you will see how EVERY evaluation is constructed from only 9 building blocks. You will learn about the pitfalls, problems and best practices associated with these nine constituent elements of any procurement procedure:

  • Establish Compliance with Mandatory Requirements
  • Score the Proposals
    • Evaluation Criteria
    • Weights
    • Scoring Systems
  • Impose Upset Levels
  • Evaluate the Cost
    • The Different Ways of Handling Costs
    • Other Cost-Related Issues
  • Develop a Short-List
  • Interview Suppliers
  • Negotiate
  • Request Best and Final Offers
  • Check References
    • Using References to Confirm a Selection
    • Assigning Points to References
    • Reference Questionnaires

This book deals with more than the RFP document, and more than the process. It discusses procurement and RFP policy, preparing for public inspection, and supplier complaints.
Click here to review the Table of Contents.

Recent Conferences and Workshops

I've been speaking about RFPs for twenty years. Over the last three years, I've spoken at conferences about procurement reform, best RFP practices and bullet-proofing your RFPs. I've also given workshops about these topics to more than 30 organizations. Sponsors have included:

  • National Institute of Governmental Purchasers
  • National Association of Educational Buyers
  • Western States Contracting Alliance
  • Florida Association of Public Procurement Officers
  • Virginia Association of Governmental Purchasing Agents
  • Oklahoma Association of Public Procurement
  • Ontario Public Buyers Association
  • Midwest Association of Public Procurement
  • Government Technology Conference, Albany , NY
  • Purchasing Management Association of Canada
  • City of Philadelphia
  • Government Technology Conference, Austin
  • Orange County Sanitation District (CA)
  • City of Brampton (Ont.)

Here are some comments from the participants:

"Michael is a great speaker. He provides valuable information while, at the same time, keeping the topic Interesting."

"Liked that his presentation was tailored to our issues with developing RFP's."

"Excellent program."

"Excellent speaker!"

"Great relevance of topic for the association! Please have him back."

"Most knowledgeable RFP speaker I have seen. Great member participation."

"Informative and entertaining. Kept your interest."

"I have a clearer understanding of what RFP's should be used for and the process of developing a system for handling them."

"Good practical information and I liked the format."

"Fun and informative."

"So much information, so little time."

"Excellent, made what could have been a sleeper topic fun and interesting?"

"Made a topic that can be boring interactive and fun, good information."

"Michael is very entertaining & knowledgeable. Great information."

"Risk analysis idea helpful. Enjoyed Mike's class."

"Learned new concepts that will improve our RFP process."

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GET YOUR FREE COPY OF OUR 16 PAGE RFP REPORT

"Scandals Promote Procurement Reform. Includes a report that identifies the most common and most significant procurement risks"

Free newsletters, RFP Secrets and Articles.

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Michael Asner
Michael Asner
Procurement Expert, Author, Columnist

Message from Michael

From Michael Asner...

The story is always the same. RFPs are difficult and risky. Many organizations are searching for “best practices” that work. Some have found them.

More than 3500 public bodies have used The Request For Proposal Handbook as a valuable source of ideas and best practices. Since the First Edition in 1995, I've continued to discuss best practices with hundreds of procurement people and have learned about their “secrets” for success.

In 2005, we revised this valuable Handbook to add more new ideas including expanded coverage of negotiations and best and final offers.

Your drive for RFP excellence when combined with the innovations, ideas and best practices found in this book is a winning formula that will produce more successful less risky RFPs.

Michael Asner

Purchasers

Some of the 3,500 organizations that have purchased Michael Asner Consulting reference publications:

USA

AK: Dept. Of Administration * AL: State Finance Dept. * City of Bethel * AR: Office of Chief Counsel * AZ: Dept. of Transportation * North Little Rock Water Dept. * Statewide Planning * Town of Prescott Valley * Cochise County Highway * CA: County of Sacramento * Dept. Of General Services * County of Santa Clara * State Compensation Fund * City of Los Angeles * City of Fairfield * City of Malibu * City of Sunnyvale * City of Santa Clara * City of Beverly Hills * Industrial Medical Council * County Of Los Angeles * City of Folsom * State Health Services * City of Los Angeles Information Technology Agency * GSA * County of Venture * City of Alhambra * Humboldt County * Dept. Of Transportation * City of Paolo Alto * Superior / Municipal Courts * City of Lompo * Contra Costa Water District * City of Stockton * Kern County Communications * Judicial Council * City of Redding * GSD * County of Orange * City of Dublin * Filing Compliance Bureau * City & County of San Francisco * City of Red Bluff * City of Huntington Beach * State Dept. of Education * Maxwell Technologies * County Government Center * San Luis Obispo * CO: City of Florence * City of Denver * Pouder School District * City of Loveland * CN: Bureau of Business Svcs. * State Judicial Branch * Revenue Services * Town of Granby * Dept. Of Transportation * DE: State of Delaware Purchasing * FL: Escambia County * Marion County * West Palm Beach * City of St. Petersbury * Metro Dade County * City of Eustis * City of Pompano Beach * Florida Lottery * UCF/ Dept. of Public Administration * City Palmetto * West Palm Beach * Florida Finance Dept * City of Hallandale * Falconbridge Dominicana * Circuit Court, Palm Beach * Dep. Of Corrections * Ern st & Young GA: Dept. Of Admin. Services * Clayton County Central Svcs.* Cob County Information Services * Dept. of Admin/General Services * Microsoft * The City of Atlanta Guam: Guam Mass Transit * HI: City of Honolulu * University of Hawaii * Honolulu Airports Adminstrator * IA: Cedar Rapids Public Library * Dept. of General Services * ID: City of Pocatello * Micron Electronics, Inc * Canyon County Prosecutors Office * IL: Elk Grove Village * Village of Rantoul * Law Offices of Gordon & Glickson * Dept. of Transportation * Cook County Bureau of Admin. * Chicago Public School * KS: Sedgwick County Purchasing * KY:Jefferson County * Detention Services * Lexington Fayette Urban County Govt * City of Hopkinsville LA: City of New Orleans * City of Freeport * City of Baton Rouge * Division of Administration/Contractual Review * Office of Telecommunications Mgt. * City of Shreveport * Bossier Parish School Board * St. Charles Parish Pub. School * MA: Dynamics Research Corp. * Worcester County * Middlesex Sheriff * Commonwealth of Massachusetts * MD: City of Baltimore * Motor Vehicle Administration * Sybase * Prince George County * Aviation Admin. ME: Dept. of Transportation * MI: Kent County * Calhoun County * City of Ann Arbor * St. Charles County * County of Oakland * MO: Buchman County * MT: City of Billings * State of Montana * NC: State of North Carolina * City of Fayetteville * Dept. Human Services * Justice Academy * Haywood County * Meck County * ND: Dept. of Human Resources * State Library * NE: Library Commission * NH: County 0f Somerset * Human Services * NJ: Newark Municipal Court * County of Passaic * Juvenile Justice Commission * City of Newark * Dept. of Transportation * GSA * NM: Bernalillo County * City of Farmington * City of Rio Rancho * NV: State of Nevada * Motor Vehicle & Safety * State Gaming Control Board * State Purchasing Div. * NY: Suffolk County * NYC Police Dept. * County of Tompkins * Master Card International * Town of Colonie * Albany County Purchasing *Town of Islip * Jefferson * City of Yonkers * Office of General Services * NY Port Authority * OH: Hamilton County * Cuyahoga County * Postage County * City of Shaker Heights * City of Lakewood * Police & Firemen's Pension Fund * State of Ohio Dept. Of Human Services * OK: Dept. of Human Services * OR: Forest Service * Oregon Secretary of State * Jackson County * PA: Northampton County * City of Philadelphia * Commonwealth of Pennsylvania * Lancaster County * Dept. of Public Welfare * SC: Charleston County * Sumpter County Council * City of Spattanburg * Marion County * TN: Greene County * Knox County Government * City of Germantown * Dept. Of Finance * TX: HUD * Del Mar College * City of Houston * Dept. Of Criminal Justice * SE Regional Planning Commission * Dept. of Human Services * Dept. of Criminal Justice * City of Lubbock * City of North Richland Hills * University of Houston * East Texas Council of Government * City of Austin Housing Authority * Travis County * Dept. Protective & Regulatory Services * New Caney Independent School District * City of Georgetown * Dept. of Transportation * City of Austin* South East TX Regional Planning * Harris County * Dallas Public School * Association of Government Data Processing * UT: Salt Lake City * Grant School District * VA: County of Stafford * Performance Engineering Corp. * Chesterfield County * WA: Dept. of Health Contracts & Rules Mgnt. * Hadly Industries * Department Of Health * Employment Security * Hewlett Packard * King County Library * WI: LaCrosse County * State of Wisconsin Investment Board * School Dist. of Waukesha * Bureau of Health Care Financing * WV: Harrison County Commission * WY: State of Wyoming *

Canadian Organizations which have purchased Michael Asner Consulting reference books:

* Telxon Canada Corp. * Ontario Lottery Corp. * STM Systems * Westbridge Systems * East York Hydro * Ernst & Young * Canadian Imperial Bank of Commerce * Sun Moon Star * Intermec Systems * Atlantic Canada Opportunities Agency * Coopers & Lybrand * B.C. Telephone Company * Ortech International * Scotiabank * Datapro Research * Data Management Consultants * Personal Computer Associates * Ontario Ministry of Health * Ontario Ministry of Revenue * Ontario Ministry of Transportation * Federal Pioneer Ltd. * Ontario Ministry of Government Services * City of Kanata * Bank of Montreal * Speedy Muffler King * Ontario Ministry of Natural Resources * Concise Systems Corp. * MPR Teletech * City of Gloucester * Imagineering Partners * City of Burlington * Great West Life * Government of N.W.T. * Guelph Hydro * Agriculture Canada * MSR * Health & Welfare * Vancouver School Board * STM * Imperial Oil * Bank of Canada * Health and Welfare Canada * XCAN Grains Ltd. * Ministry of the Attorney General * G.E. * Sask. Property Mgmt. * Alta. Treasury Branches * Ocelot Chemicals * B.C. Building Corp. * North York Board of Education * Alta. Government Telephones * Municipality of Maple Ridge * B.C. Workers Compensation * B.C. Purchasing Commission * Cycle Time Management * B.C. Ministry of Government Services * DMR * Govt of NWT * Symtech * University of Toronto * MLS Cable * L.C.B.O. * Orlan Karigan * Micro Data * National Defense * Manitoba Research * Centennial College * Doane Raymond * Etobicoke Board of Education * B.C. Solicitor General * P.E.S. Informatique * Aliments Delisle * Hamilton Board of Education * Calgary Convention Bureau * Cominco Fertilizers * Elm St. Computer * Hudsons Bay Mining & Smelting * B.C. Petroleum * Metro McNair Clinical Labs * Alcan Smelters * Winnipeg Hydro * Centralia College * Bedford Institute of Oceanography *

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