This Learning Lab series is based on the recently revised Global Best Practice (GBP) Request for Proposals and delves into each of the elements in the GBP. Participants can expect handouts and detailed discussion on practical application, including case studies and guidance on best practices.
INSTRUCTORS: Stéphanie Dion, CPPB, Manitoba Hydro; Victor Leamer, CPPB Spokane County, WA; Michael Thornton, CPPO, City of Leesburg, FL
Lab 1 – Introduction to Request for Proposals
How do you define an RFP? How does an RFP differ from other solicitation methods? This session explores the theory of RFPs and why they are essential to public procurement.
October 5, 12:30PM - 2:30PM (EDT)
Lab 2 – Start with the End in Mind
One size does not fit all. There are different types of RFPs. Can you name them? Learn about the various types and discover which is best suited for the desired outcome. Plus, gain an understanding of evaluation criteria and methodologies.
October 5, 3:00PM - 5:00PM (EDT)
Lab 3 – Communication/Engagement with Suppliers
Did you know you can engage with suppliers during the procurement process? Supplier engagement can provide tremendous value to both the supplier and entities. Learn how you can develop an effective communication plan.
October 19, 12:30PM - 2:30PM (EDT)
Lab 4 – The Importance of Flexibility and Organization
Navigating and understanding the sections of an RFP document can be overwhelming. Learn the benefits of a well-crafted RFP and the importance of built-in flexibility to adapt the format to reflect the procurement strategy.
October 19, 3:00PM - 5:00PM (EDT)
Lab 5A – Responsiveness, Compliance, and Responsibility
What do they mean? How are they used? This session presents real-world examples and scenarios that demonstrate each of these concepts and how they interconnect. Discover their use, value, and how to properly apply them for successful outcomes.
October 28, 12:30PM - 2:30PM (EDT)
Lab 5B- Evaluation Criteria
Understand the conditions that must be met to advance proposals through the evaluation process.
October 28, 3:00PM - 5:00PM (EDT)
Lab 6A – Your RFP is a Treasure Map
Discover what information is essential to portray intent correctly in your RFP. We examine examples and provide guidance on the critical information required for suppliers to have a clear understanding of your needs and so you can provide the best proposal possible.
November 2, 12:30PM - 2:30PM (EDT)
Lab 6B – Scope of Work Writing
Practice makes perfect. Get ready to write specifications for actual procurements. Sharpen your specification writing skills and receive helpful tips and advice during this interactive session.
November 2, 3:00PM - 5:00PM (EDT)
Lab 7A – Evaluation Committee
Learn how to create an effective Proposal Evaluation Committee (PEC). This is essential for a defensible evaluation process. Understand the roles and responsibilities of the PEC and Procurement and how working as a team impacts a successful outcome.
November 9, 12:30PM - 2:30PM (EDT)
Lab 7B – Evaluation Process
Understand the importance of having a well designed and executed evaluation methodology and process.
November 9, 3:00PM - 5:00PM (EDT)
Lab 8 – Post Evaluation Steps
Learn why post evaluation is important. This session covers the various steps we often forget about and must be prepared for should they occur. This is where scrutiny makes a well crafted and executed RFP shine.
November 18, 12:30PM - 2:30PM (EDT)
Lab 9 – RFP Misfits
Improve your solicitation by including often overlooked, seldom used variations/elements to customize your RFP documents and evaluation methodology.
November 18, 3:00PM - 5:00PM (EDT)
Lab 10 - RFP for Suppliers
A discussion session for Suppliers only. Come discuss how public entities can better design RFPs to land on the "YES" pile.
December 9, 2:00PM - 4:00PM (EDT)