A Detailed Guide to the Planning, Development and Preparation of
Well-Written RFPs
Two-day course from
8:30 a.m. to 4:30 p.m.
Instructor: Court Stevens
Cost: $1,295
+ GST
(includes training material, certificate of participation, breakfast, lunch
and refreshments)
OBJECTIVES
Participants will
be able to:
• More
effectively plan, develop and prepare well-written Requests for Proposals
for all types of projects and contract initiatives.
DATES
To be determined.
ABOUT THE WORKSHOP
One of the most
widely used forms of solicitation is the Request for Proposal (RFP).
This form of solicitation is used for situations such as problem
identification
and resolution, product or service replacement, or improving
organizational effectiveness. The buyer has the need and the seller
has the solution.
This two-day
course will focus on the planning and development of RFPs, including
the analysis and preparation of the RFP and project requirements,
establishing
proposal evaluation criteria, information gathering and solicitation
processes, suggested RFP and proposal formats, conducting proposal
evaluations and debriefings, negotiation considerations and contract
preparation.
Participants will
be given the opportunity to plan an actual RFP situation, and what
could be expected in a Proposal response through a series of exercises
and discussions.
Participants will be given a comprehensive manual including all
presentation notes, guides and checklists to assist in your RFP
planning and preparation, as well as tips and formats for writing,
sample proposal evaluation spreadsheets and an evaluator’s guideline
to planning, preparing and conducting proposal evaluations. A sample
RFP based on the course case study will also be provided for
discussion and review.
WHO
SHOULD ATTEND
Procurement and Contract
Managers/Specialists who are responsible for the planning,
preparation and issuing of Requests for Proposals as well as the
drafting of the RFP evaluation criteria and the facilitation of the
proposal evaluation process.
Project, Risk and
Financial Managers who require a better understanding of procurement
issues including project scope planning (based on a tentative
contract), risk assessment and management, budget considerations and
options and pricing strategies.
Administration staff who
are responsible for project and procurement administration,
preparation and filing of solicitation documents, procurement and
contract monitoring and reporting documentation.
COURSE OUTLINE
Understanding
the RFP planning framework
Preparing
Requests for Information (RFI), Expressions of Interest (RFEI) and
Requests for Qualifications (e.g. proponent pre-qualification process
- RFQ Preparation Guidelines / Template)
Developing and
preparing the RFP Requirements - A Planning Guide and Checklist
Identifying
anticipated project / contract objectives, deliverables and associated
requirements - the functional description of the expected services /
work - The Initial Project Scope
Planning for
and anticipating the detailed description of a project - A Detailed
Project Scope Planning Guide
Identifying
risk management issues / requirements - A Risk Management Planning
and Assessment Guide
Identifying
performance measurement, quality assurance and project monitoring
requirements
Establishing
and conducting the proposal evaluation process - An Evaluator's
Guideline to Proposal Evaluations
Preparing the
RFP document including format and writing guidelines - RFP
Preparation Guidelines
Understanding
and facilitating the RFP solicitation process
Planning for
and conducting a proponents' (pre-bid) meeting
Understanding
project (proposal) planning factors (Planning Guidelines for both the
RFP author and Proponent)
Proposal
submission guidelines (Proposal Response and Format Guidelines and
Writing Tips)
Guidelines to
conducting proposal presentations
Understanding
the importance of establishing a negotiation strategy (Negotiation
Topics and Planning Guidelines)
Understanding a
typical Contract Statement (or Schedule) of Work
