Selecting Right Vendors And RFP Drafting

15 Oct 2024
10:00 AM PDT | 01:00 PM EDT
90 Minutes
Many Procurement Professionals and those involved in a Request for Proposal (RFP) process can use additional guidance in creating a qualified vendor pool and creating and scoring an RFP. This live course will cover creating a vendor database and creating a qualified vendor pool for an RFP. In addition, this online webinar will cover ways to get better-qualified vendors using an RFI and vendor responsibility review processes. Samples of RFP terms, Technical scoring, and Cost evaluation will be covered as well. Attendees who complete this webinar will leave with tools they can use the next time they are faced with creating a qualified vendor pool for an RFP.

WHY SHOULD YOU ATTEND?

  • To explain how to create a vendor database and create a qualified vendor pool for an RFP.
  • To explain ways to get better-qualified vendors using an RFI
  • To discuss vendor responsibility review processes
  • To illustrate through samples of RFP terms, technical scoring, and cost evaluation

LEARNING OBJECTIVES

How to solicit and select qualified Vendors
  • How to create a vendor database
  • How to create a qualified vendor pool
  • How to cast a wide net
How to ensure that the vendor stays compliant
  • Vendor Responsibility Reviews
  • Compliance Terms
  • Contract Management
The RFP Process from drafting to awarding
  • Drafting the RFP & Scoring Matrix
  • Good Practices based on Examples
  • Making a Contract Award

WHO WILL BENEFIT?

  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Mid-Size Firm
  • CPA - Small Firm
  • Non-profit Professionals
  • Purchasing Agents
  • Buyers
  • Contract Managers
  • Contract Officers
  • CPAs and other professionals in industry, business owners, staff of non-profit organizations and companies.
  • To explain how to create a vendor database and create a qualified vendor pool for an RFP.
  • To explain ways to get better-qualified vendors using an RFI
  • To discuss vendor responsibility review processes
  • To illustrate through samples of RFP terms, technical scoring, and cost evaluation
How to solicit and select qualified Vendors
  • How to create a vendor database
  • How to create a qualified vendor pool
  • How to cast a wide net
How to ensure that the vendor stays compliant
  • Vendor Responsibility Reviews
  • Compliance Terms
  • Contract Management
The RFP Process from drafting to awarding
  • Drafting the RFP & Scoring Matrix
  • Good Practices based on Examples
  • Making a Contract Award
  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Mid-Size Firm
  • CPA - Small Firm
  • Non-profit Professionals
  • Purchasing Agents
  • Buyers
  • Contract Managers
  • Contract Officers
  • CPAs and other professionals in industry, business owners, staff of non-profit organizations and companies.
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session for 10 Participants (For adding extra attendees please contact our Customer Support Team)

Speaker Profile

ins_img Kenneth M. Jones

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 …

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