Fundamentals of Writing RFP's

Duration:
90 Minutes  
Instructor
Kenneth Jones 
Recorded
Refund Policy
HRCI

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Overview

Even seasoned professional Procurement staff dread doing RFP’s and many office staff that are called on by their supervisors to do one are not sure where to start. Because RFP’s may be an infrequent experience it is always great to attend a webinar to sharpen your skills and avoid risks of having the RFP process be unsuccessful. Anyone involved in the drafting or scoring of an RFP as well as those that may need to respond to one will complete this webinar with an improved sense of confidence in tackling this procurement method.

Why you should Attend

Key Learning Objectives of your Topic:  

  • Determining when is an RFP the best method
  • How to use and draft an RFI (request for Information)
  • What standard clause should be included?
  • How and when to draft a scoring matrix 
  • How to draft a questionnaire for scoring References
  • How to make multiple awards from one RFP
  • Drafting the award and rejection letters
  • Debriefing losers and engaging the winner

Areas Covered in the Session

In this Webinar you'll receive instruction on creating RFP’s and Scoring Matrixes and how to avoid common pitfalls. You will be able to know:

  • How to use an RFP and when an RFI is helpful
  • How to draft and use a scoring matrix
  • How to work with and instruct a team assigned to score an RFP
  • How to structure the RFP Document using mandatory and technical requirements
  • How to evaluate cost as part of the RFP process
  • How to assign weighted criteria
  • How to facilitate the drafting of the matrix with the RFP
  • How to work with staff unfamiliar with the process of an RFP
  • How to ensure a successful outcome with the vendor community
  • How to award multiple contracts from one RFP

Who Will Benefit

  • Procurement Officers
  • Department Staff assigned to score an RFP
  • Contract Officers
  • Compliance Officers
  • Office Counsel
  • Finance Officers

Speaker Profile

Kenneth Jones has been working in the public and non-profit procurement field for over 30 years. He worked for the New York State Office of Taxation and Finance as a Purchasing Assistant from 1985-87 and left there to work for the University at Albany, SUNY where he served as a Purchasing Agent and in 1999 was the Assistant Director supervising and providing training for the Office of Purchasing and Contracts.

This included proving training for both State procurement and The Research Foundation for SUNY procurement rules and regulations. His previous purchasing experience included procuring commodities, services and construction for the departments on campus. A past Director of the SUNY Purchasing Association, Ken retired from the position of Assistant Director in January of 2014. However he was requested to continue to assist the office through the end of 2014.

Ken worked part time for the SUNY Center for International Development as a Procurement Specialist assisting primarily with their program in Kenya, Africa. Ken has trained many University staff on procurement rules and regulations. He established online ordering processes with vendors ranging from Office supplies to Lab chemicals and continues to provide training in his current position to procurement staff at the University at Albany, SUNY. Ken has presented on various procurement topics both in person and on the Web.
Access Recorded Version
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Unlimited Viewing Recorded Version for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)