Exemplary RFP Reference Publications
Throughout the Handbook, I identify and discuss exemplary documents. These are complete publications which provide valuable information in an easy-to-use form. These are publications that I have described as ‘exemplary’, ‘excellent’, or ‘great’ in the Handbook. (This list only identifies entire documents that have been characterized as ‘exemplary’. There are many short extracts from other documents that are in themselves exemplary, while the entire document is not.)
The Handbook discusses more than 20 of these publications and provides links to the actual documents.
State of Alaska. RFP Shell (Reference 42)
The Purchasing Section has produced some excellent user documentation including the Policies and Procedures Manual and the standardized RFP Shell. This Shell provides a model of an RFP with many options. Use of this document is a time-saving approach to help purchasing officials generate consistent documents that comply with policy, regulations, law, and administrative requirements.
Montana. Request For Proposal Manual (Reference 48)
Montana does an excellent job in their 50-page guide, Initiating and Navigating the Request For Proposal Process. They describe each step in the RFP process and build-in concrete examples and templates.
North Carolina. Request for Proposal Process (Reference 60)
North Carolina This 7-page documents deals with all the major RFP process-related issues such as Potential Conflict of Interest, Evaluation Committee Meetings, Consensus Evaluation, and Negotiation. This document, while short, contains some great advice based on their experience.
The Albemarle County (VA). Purchasing Guide (Reference 113)
Their Purchasing Guide is great and one of its chapters deals with negotiations. This chapter contains insights into the process to assist negotiators. It begins with “essential information”, a summary of the key points in the guide.
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