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Elevating the Quality of Life in the District
Contracting and Procurement Division
Information Session 2
Request for Proposal
November 5, 2015
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
(1) those used for BIDDING, where selection is made primarily on price;
(Information Session 1)
(2) those used to request PROPOSALS , where selection is made on factors
other than price
(Information Session 2);
(3) those used to ask for QUALIFICATIONS.
(Information Session 3)
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Definition:
The solicitation used to initiate a procurement conducted by competitive
negotiation or competitive sealed proposals is known as a “Request for
Proposal” (RFP).
Procedure:
 RFP is used for procurements over $100,000 when the use of
competitive sealed bidding (IFB) is not practicable or not advantageous
to the District.
 RFPs require advertisement on the DGS web site.
 Selection is based on evaluation criteria appropriate to the particular
procurement and described in the RFP. Typical evaluation criteria
includes the offeror’s technical approach, past performance, key
personnel, and price.
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
RFPs shall include:
 A description of the goods, services, or scope of construction work
sought, including quantity or estimated quantity;
 The contract delivery schedule, including any permitted variations in the
delivery schedule;
 A description of any special qualification requirements the contractor
must satisfy;
 Evaluation criteria and their relative importance.
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
 Instructions for submitting proposals including:
 The deadline for proposal submission;
 The method(s) for submitting proposals;
 The information to be provided in the proposal, including any
requirements for past performance information or for
subcontracting plans;
 Any representations or certifications the offeror must submit;
 The period during which proposals must remain open for acceptance; and
 The anticipated contract terms and conditions and the extent to which
they are negotiable.
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
 SECTION B – STATEMENT/SCOPE OF WORK (SOW)
The Statement/Scope of Work (SOW) defines the work activities,
deliverables, and timeline the Department expects all perspective
Contractors to execute in performance of the specified work. The SOW
includes all detailed requirements.
 SECTION E CONTRACT AWARD – BASIS FOR AWARD:
Provides the evaluation criteria and their relative importance. The
Department will make an award or awards to the qualified Offeror(s)
whose proposal is most advantageous to the District based solely on the
evaluation factors contained in the RFP.
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
• SECTION F PROPOSAL FORM AND ORGANIZATION & SUBMISSION:
This section outlines specific information to be submitted for each of the
evaluation factors.
• OFFER LETTER/BID FORM:
Offerors should pay careful attention to the Offer Letter Bid Form
instructions.
Elevating the Quality of Life in the District
Procurement
Method
Use When Advantages Disadvantages
IFB
Lots of competition exists.
Selection can be made on the
basis of lowest evaluated
price.
Award process is simpler.
Award is made to the
lowest responsive,
responsible bidder with the
lowest evaluated price.
Defined specifications
may be difficult to
develop.
Does not encourage
innovative solutions.
RFP
When factors other than price
are evaluated.
When negotiations are
desired.
Vendor is expected to provide
innovative ideas.
Allows factors other than
price to be considered.
Allows for customized
proposals
Allows for negotiations
Lead times for
procurement are much
greater.
Evaluations are more
complex and subjective.
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Best Practices for Responding to RFPs
1. Begin proposal preparation sooner rather than later
2. Conduct due diligence obtain knowledge and information about what is
being procured and demonstrate this knowledge in the proposal
3. Emphasize the value and benefits of choosing your proposal
4. Respond to proposal instructions completely and ensure that your
strengths are highlighted for each evaluation criteria
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Best Practices for Responding to RFPs
5. Respond in the requested format; Mirror the RFP’s structure in your
response
6. Ensure that you understand the RFP, especially the Scope of Work,
evaluation criteria, and proposal instructions; ask questions
7. Customize your proposal for each RFP
8. Be enthusiastic, ensure your proposal is interesting and responsive
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Pitfalls to Avoid
1. Disclaimers stating that the information and/or pricing contained in
the response is not binding.
2. Ignoring the Terms and Conditions in the RFP
3. Death by Boilerplate.
4. Ignoring instructions ("Forget your format; I'll use mine").
5. Answering questions with "To be provided upon award."
6. Not addressing the selection criteria.
7. Making assumptions rather than asking questions.
8. Submitting the proposal late.
QUESTIONS & ANSWERS
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Elevating the Quality of Life in the District
Upcoming Sessions
Request for Quote
Request for Qualification

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How To Respond To An RFP Training

  • 1. Elevating the Quality of Life in the District Contracting and Procurement Division Information Session 2 Request for Proposal November 5, 2015
  • 2. Elevating the Quality of Life in the District Elevating the Quality of Life in the District (1) those used for BIDDING, where selection is made primarily on price; (Information Session 1) (2) those used to request PROPOSALS , where selection is made on factors other than price (Information Session 2); (3) those used to ask for QUALIFICATIONS. (Information Session 3)
  • 3. Elevating the Quality of Life in the District Elevating the Quality of Life in the District Definition: The solicitation used to initiate a procurement conducted by competitive negotiation or competitive sealed proposals is known as a “Request for Proposal” (RFP). Procedure:  RFP is used for procurements over $100,000 when the use of competitive sealed bidding (IFB) is not practicable or not advantageous to the District.  RFPs require advertisement on the DGS web site.  Selection is based on evaluation criteria appropriate to the particular procurement and described in the RFP. Typical evaluation criteria includes the offeror’s technical approach, past performance, key personnel, and price.
  • 4. Elevating the Quality of Life in the District Elevating the Quality of Life in the District RFPs shall include:  A description of the goods, services, or scope of construction work sought, including quantity or estimated quantity;  The contract delivery schedule, including any permitted variations in the delivery schedule;  A description of any special qualification requirements the contractor must satisfy;  Evaluation criteria and their relative importance.
  • 5. Elevating the Quality of Life in the District Elevating the Quality of Life in the District  Instructions for submitting proposals including:  The deadline for proposal submission;  The method(s) for submitting proposals;  The information to be provided in the proposal, including any requirements for past performance information or for subcontracting plans;  Any representations or certifications the offeror must submit;  The period during which proposals must remain open for acceptance; and  The anticipated contract terms and conditions and the extent to which they are negotiable.
  • 6. Elevating the Quality of Life in the District Elevating the Quality of Life in the District  SECTION B – STATEMENT/SCOPE OF WORK (SOW) The Statement/Scope of Work (SOW) defines the work activities, deliverables, and timeline the Department expects all perspective Contractors to execute in performance of the specified work. The SOW includes all detailed requirements.  SECTION E CONTRACT AWARD – BASIS FOR AWARD: Provides the evaluation criteria and their relative importance. The Department will make an award or awards to the qualified Offeror(s) whose proposal is most advantageous to the District based solely on the evaluation factors contained in the RFP.
  • 7. Elevating the Quality of Life in the District Elevating the Quality of Life in the District • SECTION F PROPOSAL FORM AND ORGANIZATION & SUBMISSION: This section outlines specific information to be submitted for each of the evaluation factors. • OFFER LETTER/BID FORM: Offerors should pay careful attention to the Offer Letter Bid Form instructions.
  • 8. Elevating the Quality of Life in the District Procurement Method Use When Advantages Disadvantages IFB Lots of competition exists. Selection can be made on the basis of lowest evaluated price. Award process is simpler. Award is made to the lowest responsive, responsible bidder with the lowest evaluated price. Defined specifications may be difficult to develop. Does not encourage innovative solutions. RFP When factors other than price are evaluated. When negotiations are desired. Vendor is expected to provide innovative ideas. Allows factors other than price to be considered. Allows for customized proposals Allows for negotiations Lead times for procurement are much greater. Evaluations are more complex and subjective.
  • 9. Elevating the Quality of Life in the District Elevating the Quality of Life in the District Best Practices for Responding to RFPs 1. Begin proposal preparation sooner rather than later 2. Conduct due diligence obtain knowledge and information about what is being procured and demonstrate this knowledge in the proposal 3. Emphasize the value and benefits of choosing your proposal 4. Respond to proposal instructions completely and ensure that your strengths are highlighted for each evaluation criteria
  • 10. Elevating the Quality of Life in the District Elevating the Quality of Life in the District Best Practices for Responding to RFPs 5. Respond in the requested format; Mirror the RFP’s structure in your response 6. Ensure that you understand the RFP, especially the Scope of Work, evaluation criteria, and proposal instructions; ask questions 7. Customize your proposal for each RFP 8. Be enthusiastic, ensure your proposal is interesting and responsive
  • 11. Elevating the Quality of Life in the District Elevating the Quality of Life in the District Pitfalls to Avoid 1. Disclaimers stating that the information and/or pricing contained in the response is not binding. 2. Ignoring the Terms and Conditions in the RFP 3. Death by Boilerplate. 4. Ignoring instructions ("Forget your format; I'll use mine"). 5. Answering questions with "To be provided upon award." 6. Not addressing the selection criteria. 7. Making assumptions rather than asking questions. 8. Submitting the proposal late.
  • 12. QUESTIONS & ANSWERS Elevating the Quality of Life in the District
  • 13. Elevating the Quality of Life in the District Elevating the Quality of Life in the District Upcoming Sessions Request for Quote Request for Qualification