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The Secrets of Successful RFPs Secret #31 ¡V Define the required contents of the procurement file and ensure that these documents are available at the end of the process. 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 President, National Institute of Governmental Purchasing This snapshot is taken from our new 400-page reference text, The Request For Proposal Handbook (Third Edition). This book focuses on best RFP practices that will help you be successful. Chapter 5 of The Request For Proposal Handbook (Third Edition) identifies five excellent RFP manuals. Secret #31 ¡V Define the required contents of the procurement file and ensure that these documents are available at the end of the process. Massachusetts Policies and Procedures Handbook identifies all of the items necessary to audit the entire process and each major decision: . . . some of the most common items that should be contained in a procurement file (if applicable) at the completion of the process: „XStandard Contract Form (executed) . . . „XCopy of Commonwealth Terms and Conditions . . . „XRequest for Response . . . „XSelected bidder¡¦s response . . . „XNotes, minutes or other related materials generated during the RFR development and selection process. „XRecord keeping related to purchase and use of Environmentally Preferable Products. „XCopies of written questions and answers provided . . . „XList or sign-in sheet at bidder¡¦s conference . . . „XNotification list . . . „XAny correspondence to and from bidders . . . „XEvaluation criteria and any amendments . . . „XResponses from non-selected bidders. „XNotes from bidder presentations and demonstrations. „XNotification of contract execution. „XCompleted evaluation forms and any minutes or notes from evaluation committee meetings. „XContractor Authorized Signature Verification Form . . . „XAffirmative Action Plan . . . „XClarification documents . . . „XReference checks. „XRecommendation for selected bidder(s). „XRequests for and any correspondence resulting from any debriefing requests. „XDocumentation related to payments, performance, contract monitoring and evaluation . . . Learn how you can reduce the risks by developing a more effective RFP and a better process. Learn about this RFP Guide and four others. Learn about the best practices from more than sixty jurisdictions based on Michael Asner¡¦s 20-years of experience. Chapter 5 of The Request For Proposal Handbook (Third Edition) focuses on excellent RFP manuals. Those few publications which are easy to read and convey solid advice in terms of ¡¥best practices¡¦. Chapter 5 features publications from The entire 400-page book focuses on how to create effective, low-risk RFPs. You will learn about best practices that will help you be successful.
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