Kirk W Buffington, CPFIM, CPPO, C.P.M.,
|
|
- Dwayne Evans
- 6 years ago
- Views:
Transcription
1 Kirk W Buffington, CPFIM, CPPO, C.P.M.,
2 An Overview We will be talking about: The elements of the RFP process Factors determining the selection of the procurement method The elements of risk and how they apply to the RFP process Comparisons of procurement methods
3 Developing and Managing RFPs What will we be doing? Why is this important?
4 Public Procurement Concepts Full & Open Competition Two or more independent firms, bidding independently Not subsidiaries Independent bidding Lots of potential suppliers
5 Public Procurement Concepts Signs of collusion Bids that are received within minutes Identical irregularities (or seasoned bidder makes an amateur mistake) Bidders that normally submit do not
6 Public Procurement Concepts Responsive a proposer who submits a proposal which conforms in all material respects to the requirements stated in the RFP. Determination takes place at time of proposal evaluation
7 Public Procurement Concepts Responsible A responsible proposer has the capability in all respects to perform the contract
8 Public Procurement Concepts Responsible (continued) Includes Experience Integrity Reliability Capacity Facilities & Equipment Financial resources Management capability
9 Public Procurement Concepts Level Playing Field All proposers have equal information and access to the RFP process Information to one information to all Unfair advantage Inside information Pre-selection of successful proposer Handling of inquiries/questions No political influence on the RFP process
10 Public Procurement Concepts Established Procedures Well-written and accessible policies and procedures consistently applied Established protest guidelines Easy bidder registration Established protest procedure
11 Factors Determining the Procurement Method Types of goods and services Market uncertainty and risk Contracting methods Request for Information (RFI) results Limited competition procurement Requirements not clearly known, qualitative Requirements clearly known, quantitative Pg
12 How Procurement Goals Affect Procurement Method Selection Cost Quality Timeliness Accomplishing social and economic objectives Maximizing competition Maintaining integrity and transparency Pgs
13 Identifying and Minimizing Risk Complexity or procured good or service Urgency of requirement Period of performance or length of production run Size of procurement Pgs
14 Types of Risk Proposal risk Price risk Schedule risk Performance risk Contractual risk Surety / liability risk Pg. 25
15 Introducing the RFP Process What goes into the appropriations process? Should the process begin before funding is available? How long will the RFP process take from inception to completion?
16 The RFP Acquisition Process The Big Picture Pre-Award Solicitation & Award Post Award Three Phases 1. Pre-award (planning) 2. Solicitation & award 3. Post award (contract administration) Pgs. 8-10
17 The RFP Process Evaluation Action Plan Extent of Competition Requisition & Funding Solicitation Market Research RFP Document
18 RFP Process Some factors cannot be objectively measured & depend on judgment that may be challenged. It is important that the RFP process is documented, communicated to the proponents, & followed to the letter.
19 Phase 1: Action Plan Who s on the team? Role of end users Consulting requirements? Logistics? Feasible schedule? Pgs
20 Phase 2: Prepare and Process the Purchase Request Purpose of the PR? Information on the PR? Why? How is a PR processed? Pgs
21 Phase 2: Funding A contract award is a fund obligation How are funds appropriated? How long does funding last? What if funds are inadequate? How can a PR be processed without appropriate funds? Pg. 35
22 Phase 4: Developing the RFP Document Preparing Specifications (Specs) or Scope of Work (SOW) Identifies minimum requirements Allows maximum competition Identifies testing methods Contributes to best value Revealing budgetary figures Pros Cons Pgs
23 Phase 5: Solicitation Approval levels Public notice Electronic solicitation web sites Other methods of publicizing Distributing the solicitation Pre-award inquiries Pre-proposal conference Amendments/ addenda Pgs
24 Phase 5: Solicitation (cont d) Additional solicitation provisions: Socio-economic Considerations and Conditions Set-Asides Preference Goals Pgs
25 Phase 6: Extent of Competition Sources What should you do if there are not enough sources? What should you do if the number of sources are unclear? What should you do if the there are enough sources? Pg. 50 If there appear to be enough sources, it is time to examine the qualified source/bidders list.
26 Phase 6: Extent of Competition (cont d) Agency specific Open to all vendors Few restrictions Time consuming to manage Open to all vendors Few restrictions Pgs
27 Phase 7: Evaluation Guiding principals Integrity Client service Socioeconomic objectives Competition Equal treatment Accountability Pg. 56
28 Phase 7: Evaluation (cont d) Establishing evaluation criteria Offeror selection methods Dealing with mistakes Identifying potential mistakes prior to award Resolving mistakes Pgs
29 Developing the RFP Document We will discuss: Basic elements of an RFP Instructions for proposal submittal Types of specifications Writing specifications Scope of Work contrasted with Statement of Work
30 Developing the RFP Document The quality of response received from the RFP is directly related to the quality and completeness of the RFP document particularly the Scope of Work. Khi V. Thai, Ph.D. Pg
31 What should be included in an RFP?
32 Basic Elements of RFP Document Cover page Table of contents Purpose Objective Existing environment Inquires Method of selection Pre-proposal conference Determination of responsibility Projected timetable Statement of work Pgs Constraints to the successful offeror Successful offeror s personnel requirements Responsibilities of the jurisdiction Contractor s reporting requirements 32
33 Restrictive Specifications What constitutes a restrictive specification? What problems do restrictive specifications create? Are restrictive specifications ever justified? Pgs
34 Writing Specifications Appropriate Use of Words Requirements Non-Mandatory Provisions shall, must, will should, may Pg
35 Scope of Work (SOW) A written description of the contractual requirements for materials and services contained within a Request for Proposal. The SOW can be compared to the specifications contained within an Invitation to Tender. NIGP
36 Critical Ingredients of SOW Consistent, Simple and Exact Easy to read and understand Easy to revise Formatted with good direction Common among agencies departments, divisions, etc. Categorized, and Organized with a good numbering system Pg
37 Scope of Work The most important section of the document. Pg
38 A good SOW: Scope of Work Identifies minimum requirements Allows for maximum competition Identifies the test methods to be used to verify compliance with the requirements Contributes to obtaining the best value
39 Pg. 97 Receipt of the Proposals
40 Proposal-Handling Process Guidelines for RFP Opening Procedures for receipt Time-stamp proposals Record in log Secure unopened until closing/opening Provide information to jurisdiction employees only on an as-needed basis what does FL law allow Pg
41 Safeguarding Confidential Information General confidential information about the proposals Offerors proprietary information Pgs
42 The Evaluation Process and Selection of the Right Offeror We will discuss: The evaluation committee The evaluation process Selecting the right/best-value offer
43 The RFP Evaluation Committee Who? How Many? Chairperson? Roles and Responsibilities Sample Guidelines Receives instructions /training Pgs
44 Evaluation Committee Roles Committee Chairperson -Procurement Secretary Committee members Contractors/Consultants Pg
45 Evaluation Committee Rules of Conduct Maintain confidentiality of proposals Does not discuss committee actions outside of committee Individually read and score all proposals Attends all committee meetings Is included in all committee votes Attends committee training Pgs
46 Do Not Evaluation Committee Rules of Conduct (cont) Favor one offeror over another Reveal any offeror s technical solution Reveal any offeror s price without offeror s permission Reveal names of individuals references Furnish source selection information Pgs
47 What Happens at the First Evaluation Committee Meeting? Committee guidelines are reviewed Committee sets schedule of future meetings Each Member receives: Pgs Copy of each proposal Copy of evaluation criteria Copy of guidelines/procedures Copies of score sheet templates 47
48 Steps in the Evaluation Process Mandatory requirements Discussions for clarification Preliminary evaluation of proposals Tentative cost evaluation Discussions with responsible offerors for BAFOs Pg. 109
49 What Does the Evaluation Committee Look At? Responsiveness Technical Cost Past performance Pgs
50 Determination of Responsiveness What is a non-responsive response? Pg
51 A non-responsive response might be... Substituting of standard terms and conditions Qualification of offer All-or-none offer Inability to respond to delivery schedules Price qualification Offer contingent on receipt of other awards Failure to provide required bonds or insurance
52 Examples of Non- Responsiveness Fail to meet required delivery Substitute own terms and conditions Qualify their offer Fail to conform to required delivery schedule Make bid contingent upon receipt of other awards Failure to meet specifications Limit the rights of the government Failure to provide any required forms Fail to conform to the proposal submittal requirements Pg
53 Handling of Non-Responsive Proposals Do not score Do not open cost proposal Do not recommend for award 53
54 Minor Irregularities May Be Minor Irregularities Waived Failure to provide requested samples Failure to return proper number of RFP s Failure to return proper number of Addendum (providing that the proposer was aware and proposal was submitted in accordance) Failure to sign proposal when evidence clearly show intent Failure to provide insurance certificates
55 More Examples Of Minor Irregularities That May Be Allowed Failure to provide required information regarding the firms qualifications Failure to provide complete descriptive information on the products/services offered Failure to provide required insurance/bonding forms Failure to provide references as required Failure to provide required copies of the proposal Pg
56 Evaluation Committee Committee Functions Apply evaluation criteria Evaluate Proposals individually and/or discuss Rank and/or develop short list Interview/obtain clarification and negotiate finalize contract terms with selected vendor Recommend award 56
57 MANDATORY REQUIREMENTS Are they really mandatory? Pgs
58 Mandatory Requirements Mandatory criteria Desirable vs. Mandatory Eliminating a proposal Pgs
59 Evaluation Methodologies and Scoring We will discuss: Technical proposals Determining responsibility Verbal and numerical evaluations Price and cost analysis Value analysis Creating the short list Best and Final Offer (BAFO)
60 Evaluation Methodology RFP Always a team effort by the evaluation committee Vendors are compared to the spec, and are scored comparison to each other 60
61 Numerical Methods of Evaluating Proposals Numerical Systems Points are assigned to factors or subfactors More points to more important factors Two Types Fixed weight methods Variable weight method Pg
62 Numerical Methods of Evaluating Fixed Weights Proposals Most commonly used Numerical weights assigned based on distribution Example: 5 criteria = 20% each Pg
63 Numerical Methods of Evaluating Proposals (cont d) Variable Weights Used when different criteria have different value in selection Example: Selection criteria states that approach is more important than Schedule, while schedule is more important than cost Pg
64 Numerical Evaluation Methodologies Dollar ($) Per Point Method Firm #1 received 500 points (committee average) with a proposal price at $500,000, their cost per point is $1,000 ($500,000/500) Firm #2 receives 700 points (committee average) with a proposal price at $650,000, their cost per point is $ ($650,000/700) Therefore firm #2 is the best value Pgs
65 Numerical Evaluation Reward Low Price Methodologies Firm #1-$200,000, Firm #2-$400,000, Firm #3-$500,000 Firm #1-max points of 20 Firm #2 $200,000/$400,000 or 50% of the max 20 points (=10 points) Firm #3 $200,000/$500,000 or 40% of the max 20 points (=8 points) Pg
66 Scoring and Award 66
67 Developing Score Sheets Match the complexity of the score sheet to the procurement Examples Pgs
68 Simple Score Sheet Evaluation Criteria Weight Company A Company B Company C Company D Approach Management Key Personnel Financial Past Performance Totals
69 Complex Score Sheet Eval Criteria Weight Company A Company B Company C Company D Approach Task 1 Task 2 Task 3 Management Task 1 Task 2 69
70 Determining Award Best Value Weighted technical evaluation factors are used Provides most flexibility in selecting best solution for the agency Used where technical expertise of contractor will be important Pg
71 Conducting Interviews/Discussions Interview everyone on short list Develop standardized set of questions Record answers Reconvene Selection Committee Pg. 148 Discuss Rescore 71
72 Best and Final Offers After all proposals are reviewed After short list is developed Allows a price change after proposal receipt Not used anymore in federal sector Pgs
73 Improper Discussions with Offerors 73
74 Protests, Claims and Disputes Protest and Dispute Procedures: established to address grievances should be simple straightforward fast inexpensive 74
75 Protests, Claims and Disputes Four major requirements in dealing with protests 1.Start with a solid foundation promote fair and open competition 2.Go the extra mile promote excellence 3.When best efforts fail handle protests more efficiently 4.The best defense know the law Lastly Procurement official issues the Notice to Proceed and the job of Contract Administration begins Pgs
76 Keys to RFP Success: Lessons Learned Have written RFP procedures Begin planning early Have a plan (Acquisition Plan) Use cross functional RFP team Develop written Evaluation Committee Guidelines Evaluation Committee training Control the process Control communications Maintain a level playing field 76
77 Questions?
Chapter 15. Competitive Negotiation: Evaluating Proposals
Chapter 15. Competitive Negotiation: Evaluating Proposals Summary This chapter describes the steps to be taken in order to properly evaluate each proposal received in response to an RFP. Essential Information
More informationChapter 6. Competitive Sealed Bidding: Elements of an Invitation for Bids
Chapter 6. Competitive Sealed Bidding: Elements of an Invitation for Bids Summary This chapter identifies the minimum elements of an invitation for bids when procuring goods or services using the competitive
More informationEvaluating Request for Proposal (RFP) Responses. Presented By: Department of General Services Bureau of Procurement
Evaluating Request for Proposal (RFP) Responses Presented By: Department of General Services Bureau of Procurement Rev. June, 2014 Agenda What is a Request for Proposal (RFP)? Evaluator Roles & Responsibilities
More informationAnticipated Completion Date and Contact. No. Finding Recommendations Previous Management Response(s) Status Update. Page 1 of 9
1 The person serving as Contract Manager for AHCA RFP 008-11/12 was not an Agency Certified Contract Manager, as required by Agency policy. Although this person received contract manager training conducted
More informationRequest for Qualifications
Request for Qualifications Professional Services Advanced Metering Infrastructure July 5, 2016 West Memphis Utility Commission Post Office Box 1868 West Memphis, AR 72301 Sealed Statements of Qualifications
More informationPROCUREMENT CODE ARTICLE 5 GOODS AND SERVICES
PROCUREMENT CODE ARTICLE 5 GOODS AND SERVICES Part A Methods of Source Selection 5-101 Methods of Source Selection. Contracts for goods and services shall be awarded following one of the following procurement
More informationAs a state agency, the College administration is required to develop procedures for Construction Manager selection.
COLLEGE of CENTRAL FLORIDA ADMINISTRATIVE PROCEDURE Title: Construction Management Selection Process Page 1 of 2 Implementing Procedure For F.S. 1013.45 Date Approved: 09/11/02 Division: Administration
More informationRequest For Proposal Procedures
PROCUREMENT SERVICES OFFICE Request For Proposal Procedures SECTION 1: OVERVIEW 1.1 What is a Request for Proposal (RFP)? A RFP is a method of solicitation used when, it has been determined that giving
More informationReview of FMMIS and DSS Assessment Project Procurement Divisions of Operations and Medicaid
Report No. 13-08 February 2013 Office of the Inspector General Bureau of Internal Audit Review of FMMIS and DSS Assessment Project Procurement Divisions of Operations and Medicaid Executive Summary At
More informationPURCHASING AND PROCUREMENT OVERVIEW
Purchasing and Procurement Overview AASBO Certificate Program September 2018 David Smith Executive Director david@aasbo.com 256 585 1511 PURCHASING AND PROCUREMENT OVERVIEW Contract Procurement Law Understanding
More informationREQUEST FOR PROPOSALS (RFP) FOR ARCHITECTURAL SERVICES CLEARWATER PUBLIC SCHOOLS EWING PUBLIC SCHOOLS NELIGH-OAKDALE PUBLIC SCHOOLS
REQUEST FOR PROPOSALS (RFP) FOR ARCHITECTURAL SERVICES CLEARWATER PUBLIC SCHOOLS EWING PUBLIC SCHOOLS NELIGH-OAKDALE PUBLIC SCHOOLS 1. REQUEST FOR PROPOSALS. Clearwater Public Schools, Ewing Public Schools,
More informationTerms and Definitions Commonly Used in Technical Proposals
Terms and Definitions Commonly Used in Technical Proposals Note: Terms and definitions provided reflect commonly used terminology for software procurement and may not reflect the terminology utilized by
More informationProcurement Code Changes Highlights 2017
Procurement Code Changes Highlights 2017 Purpose of Chapter (Utah Procurement Code) Utah Code 63G-6a-102 (1) To ensure transparency in the public procurement process; (2) To ensure the fair and equitable
More informationAdvanced Topics for RFP Procurements
Office of Operations 2013 Fall Conference November 6-7 Back to Basics Advanced Topics for RFP Procurements Priscilla Cassidy, Kathyann Heffernan and Jenny Reyes New York State Office of the State Comptroller
More informationAnticipated Completion Date and Contact. No. Finding Recommendations Previous Management Response(s) Status Update. Page 1 of 6
1 The person serving as Contract Manager for AHCA RFP 008-11/12 was not an Agency Certified Contract Manager, as required by Agency policy. Although this person received contract manager training conducted
More informationINSTRUCTIONS TO BIDDERS
INSTRUCTIONS TO BIDDERS CONTENTS I. Bid Documents II. Ethical Business Practices III. Contractor Qualifications IV. Performance and Quality Standards V. Bid Evaluation VI. Contract Award VII. Work Operations
More informationAmity School District 4J
Amity School District 4J Code: DJCA-AR Adopted: 10/11/00 Revised/Readopted: 06/22/05 Personal Services Contracts I. Personal Services Contracts Defined A. Personal services contracts include, but are not
More informationREQUEST FOR PROPOSALS: CEO COMPENSATION AND EVALUATION SERVICES. Issue Date: April 30, Due Date: June 6, 2014
REQUEST FOR PROPOSALS: CEO COMPENSATION AND EVALUATION SERVICES Issue Date: April 30, 2014 Due Date: June 6, 2014 In order to be considered, proposals must be signed and returned via email to rwhitmore@wested.org
More informationREQUIREMENTS FOR PROCUREMENT BY THE COLORADO DEPARTMENT OF TRANSPORTATION OF DESIGN-BUILD CONTRACTS FOR TRANSPORTATION PROJECTS
DEPARTMENT OF TRANSPORTATION Transportation Commission and Office of Transportation Safety REQUIREMENTS FOR PROCUREMENT BY THE COLORADO DEPARTMENT OF TRANSPORTATION OF DESIGN-BUILD CONTRACTS FOR TRANSPORTATION
More informationADDENDUM #1 Construction Support Services for the Water Treatment Plant Project PW
January 31, 2018 To Whom It May Concern: I. INSTRUCTIONS ADDENDUM #1 Construction Support Services for the Water Treatment Plant Project 18-0018PW A. The following additions, deletions, revisions, and/or
More informationREGISTRATION FOR SUPPLY, DELIVERY, INSTALLATION, REPAIR AND MAINTENANCE OF AIR CONDITIONERS SERVICE PROVIDERS
UNIVERSITY OF EMBU REGISTRATION FOR SUPPLY, DELIVERY, INSTALLATION, REPAIR AND MAINTENANCE OF AIR CONDITIONERS SERVICE PROVIDERS UoEm/04/2017-2019 CLOSING DATE: APRIL 18TH 2017 AT 11.00 AM Table of Contents
More informationEXHIBIT A. 1) General:
1) General: EXHIBIT A FINDINGS OF FACT FOR EXEMPTION FROM COMPETITIVE BIDDING AND USE OF THE CONSTRUCTION MANAGER/GENERAL CONTRACTOR (CM/GC) METHOD OF CONTRACTING FOR TILLAMOOK PUD OPERATIONS CENTER AND
More informationBASIC HOST COUNTRY CONSTRUCTION CONTRACTING FOR DEVELOPMENT PROFESSIONALS: A PRIMER
BASIC HOST COUNTRY CONSTRUCTION CONTRACTING FOR DEVELOPMENT PROFESSIONALS: A PRIMER January 2012 This Primer was produced for the United States Agency for International Development (USAID). It was prepared
More informationSECTION BID FORM
Attachment 1 Contract 13 Addendum 3 ARTICLE 1 BID RECIPIENT 1.01 This Bid is submitted to: SECTION 00300 BID FORM CITY OF CAPE CORAL NORTH 2 UTILITIES EXTENSION PROJECT CONTRACT 13 City of Cape Coral,
More informationREQUEST FOR PROPOSALS AND STATEMENT OF QUALIFICATIONS IMPACT FEE STUDY
REQUEST FOR PROPOSALS AND STATEMENT OF QUALIFICATIONS IMPACT FEE STUDY June 1, 2018 The City of Rhome is now accepting sealed Request for Proposals and Statement of Qualifications (RFQ) for New Water &
More informationREQUEST FOR PROPOSALS. Construction Manager CM Services Pre-Construction and Construction Services
REQUEST FOR PROPOSALS Construction Manager CM Services Pre-Construction and Construction Services Big Sky Fire Department Station 1 Project Big Sky Fire District OWNER Big Sky, Montana November 2016 Request
More informationProcurement Requirements under the Uniform Administrative Guidance
Procurement Requirements under the Uniform Administrative Guidance Purpose: This Technical Assistance Guide has been developed to assist Local Workforce Development Areas (LWDAs) in making informed decisions
More informationInvitation to Negotiate
Invitation to Negotiate Programming, Design, and Consulting Services Lisa Daws 4/3/2012 CLERKS OF COURT OPERATIONS CORPORATION Table of Contents Agency Background... 3 Statement of Purpose... 3 Scope of
More informationUniversity of Kansas Procurement Services
University of Kansas Procurement Services PURCHASING PROCEDURES MANUAL 1 Contents 1.0 DEPARTMENTAL PURCHASING AUTHORITY... 4 1.1 Introduction... 4 1.2 Use of Mandatory Contracts and Preferred Agreements...
More informationREQUEST FOR PROPOSAL (RFP) LEGAL SERVICES. Submission Date: November 28, :00 p.m.
COLTS NECK TOWNSHIP BOARD OF EDUCATION 70 CONOVER ROAD, COLTS NECK, NJ 07722 REQUEST FOR PROPOSAL (RFP) LEGAL SERVICES Submission Date: November 28, 2017 4:00 p.m. The Colts Neck Township School District
More informationRequest for Proposals for: Construction Management Services For The ADDISON PUBLIC LIBRARY INTERIOR RENOVATION
Request for Proposals for: Construction Management Services For The ADDISON PUBLIC LIBRARY INTERIOR RENOVATION May 19, 2015 The Addison Public Library invites you to submit a reply to this Request for
More informationMASSACHUSETTS STATE COLLEGE BUILDING AUTHORITY REQUEST FOR QUALIFICATIONS TRADE CONTRACTOR SERVICES PART I PROJECT INFORMATION AND DESCRIPTION OF WORK
MASSACHUSETTS STATE COLLEGE BUILDING AUTHORITY REQUEST FOR QUALIFICATIONS TRADE CONTRACTOR SERVICES PART I PROJECT INFORMATION AND DESCRIPTION OF WORK DATE ISSUED: January 10, 2018 DEADLINE FOR WRITTEN
More informationCommonwealth of Virginia
Commonwealth of Virginia Alternative Project Delivery Division April 2017 Virginia Department of Transportation TABLE OF CONTENTS INTRODUCTION... 2 1.0 DEFINITIONS... 3 2.0 PRELIMINARY PROJECT SELECTION...
More informationARKANSAS STATE HIGHWAY AND TRANSPORTATION DEPARTMENT CONSULTANT SELECTION PROCEDURES FOR ENGINEERING AND DESIGN RELATED SERVICES
ARKANSAS STATE HIGHWAY AND TRANSPORTATION DEPARTMENT CONSULTANT SELECTION PROCEDURES FOR ENGINEERING AND DESIGN RELATED SERVICES Section I Application (These procedures do not apply to Design-Build Contracts.)
More informationPURCHASING BUT DIDN T KNOW TO ASK
EVERYTHING YOU WANTED TO KNOW ABOUT PURCHASING BUT DIDN T KNOW TO ASK Presenters Karl H. Kuespert, C.P.M. Director, Purchasing Department Franklin County Agenda Purchases under $50,000 Direct Purchases
More informationHOW TO DO BUSINESS WITH NAPA VALLEY COMMUNITY COLLEGE DISTRICT
HOW TO DO BUSINESS WITH NAPA VALLEY COMMUNITY COLLEGE DISTRICT A Complete Vendor Guide This Vendor Guide is designed specifically for our supplier community as a reference tool. The information provided
More informationRev. July Department of General Services Bureau of Procurement
Rev. July 2014 Department of General Services Bureau of Procurement This course is presented on a series of slides. Navigate through the slides by selecting the NEXT or PREVIOUS button. Previous Next You
More informationREQUEST FOR PROPOSAL: Construction Management at Risk Services Hamilton International Air Cargo Logistics Facility. RFP Components
REQUEST FOR PROPOSAL: Construction Management at Risk Services Hamilton International Air Cargo Logistics Facility RFP Components CLIENT: TradePort International Corporation, Operators of John C. Munro
More informationBidding Conditions. March 22, (Project# 0192) at the. Fresno Chaffee Zoo. Project : Warthog Exhibit. Located at. 894 West Belmont Avenue
Bidding Conditions March 22, 2018 (Project# 0192) at the Fresno Chaffee Zoo Project : Warthog Exhibit Located at 894 West Belmont Avenue Fresno, CA 93728 Page 1 of 8 DEFINITIONS Addendum - A document issued
More informationHow To Do Business with the Ontario Government. Supply Chain Management, Ontario Shared Services Ministry of Government Services January 2010
How To Do Business with the Ontario Government Supply Chain Management, Ontario Shared Services Ministry of Government Services January 2010 1 Agenda To maximize your chances of being successful in obtaining
More informationThe Home Depot U.S.A., Inc. Instructions to Bidders
The Home Depot U.S.A., Inc. Instructions to Bidders Home Depot Page 1 of 5 Article 1 Definitions 1.1 Bidding Documents include the Bidding Requirements and the proposed Contract Documents. The Bidding
More informationCONSTRUCTION DOCUMENTS Part 1
Audio Presentation Session 4 CONSTRUCTION DOCUMENTS Part 1 Project Delivery Education Program Construction Document Technology (CDT) Preparatory Course 2011 The Construction Specifications Institute www.csinet.org
More informationDates/Times: p.m. Pacific Time.
Notice - Request for Qualifications (RFQ) For Corrosion Engineering and Investigations For The "E" Street Reservoir Cover Repainting For The City of Port Angeles 06-12-12 The City of Port Angeles, Washington,
More informationINVITATION FOR BIDS (IFB)
P a g e 1 INVITATION FOR BIDS (IFB) Summer Camp T-Shirts IFB #: 17-004 Deadline for Responses: 2:00 PM 04/13/2017 Children s Services Council of Palm Beach County (CSC) 2300 High Ridge Road Boynton Beach,
More informationCONSTRUCTION MANAGEMENT SERVICES
DrAFTDRAFTdd EXHIBIT 1 CONSTRUCTION MANAGEMENT SERVICES REQUEST FOR QUALIFICATIONS () SELECTION PROCESS School District of Lee County, Florida TABLE OF CONTENTS 1. INTRODUCTION 1 Lobbying 2 2. REQUEST
More informationMandatory Requirements
RFP Evaluations Considering Various Methodologies Angela Mastandrea, CPPO, CIM Mandatory Requirements Mandatory (definition) means permitting no option; not to be disregarded or modified There are two
More informationRequest for Qualifications Statements
Request for Qualifications Statements BND WATER DISTRIBUTION AND WASTEWATER TREATMENT ENGINEERING STATEMENTS ENGINEERING DESIGN SERVICES FOR BND WATER DISTRIBUTION AND WASTEWATER TREATMENT The Brownsville
More information08/09 RIGHT OF WAY AND UTILITIES DIVISION PROCEDURES FOR THE PROCUREMENT OF RIGHT OF WAY ACQUISITION CONSULTANTS
08/09 RIGHT OF WAY AND UTILITIES DIVISION PROCEDURES FOR THE PROCUREMENT OF RIGHT OF WAY ACQUISITION CONSULTANTS RIGHT OF WAY AND UTILITIES DIVISION PROCEDURES FOR THE PROCUREMENT OF RIGHT OF WAY ACQUISITION
More informationREQUEST FOR PROPOSALS EXECUTIVE SEARCH SERVICES. Issuance Date November 27, 2017
REQUEST FOR PROPOSALS EXECUTIVE SEARCH SERVICES Issuance Date November 27, 2017 Submittal Deadline January 8, 2018 Page Is Blank For Photocopying MARIN LAFCO 2 TABLE OF CONTENTS Section Page Number I.
More informationCity of Dawson Creek Request for Proposals No
City of Dawson Creek Request for Proposals No. 2011-29 SANITARY SEWER MASTER PLAN The City of Dawson Creek is requesting proposals for the creation of a Sanitary Sewer Master Plan. All contract documents
More informationNew York City Transit (NYCT) DATE: July 19, 2018 CONSTRUCTION/ARCHITECTURAL & ENGINEERING CONTRACT SOLICITATION NOTICE/PROJECT OVERVIEW MTA-NYCT IS NOW ADVERTISING FOR THE FOLLOWING: SSE #: 0000226381
More informationOctober 1, Nova Scotia Procurement Protocols
October 1, 2016 Nova Scotia Procurement Protocols TABLE OF CONTENTS 1 Procurement Project Planning Protocol... 2 2 Format Selection Protocol... 7 3 Document Drafting Protocol... 11 4 Invitational Competition
More informationThe Devil is in the Details!
The Devil is in the Details! Presentation to: Sherwood Park & District Chamber of Commerce June 5, 2018 Agenda Welcome Types of RFx documents Mandatory requirements What not to do Preparing your best RFx
More informationMARYLAND STADIUM AUTHORITY
MARYLAND STADIUM AUTHORITY REQUEST FOR QUALIFICATIONS (RFQ) GENERAL CONTRACTOR RENOVATIONS TO OPERATIONS OFFICE M&T BANK STADIUM MSA Project No. 19-013 ISSUE DATE: October 9, 2018 MARYLAND STADIUM AUTHORITY
More informationHow to Do Business with the Ontario Government
How to Do Business with the Ontario Government Ministry of Government Services Landscape Ontario Congress 2012 Agenda To maximize your chances of being successful in obtaining business with the Ontario
More informationCOMMUNITY LIVING BRANT POLICY AND PROCEDURE MANUAL
PAGE 1 of 7 FILE UNDER SECTION: 4 EFFECTIVE DATE: January 2012 REVISION DATE: APPROVAL DATE: January 2012 POLICY: This Policy includes the requirements that are set out in the Broader Public Sector (BPS)
More informationPHARMACY BENEFIT MANAGEMENT (PBM) SERVICES
STATE OF ALASKA Department of Administration Division of Retirement and Benefits PHARMACY BENEFIT MANAGEMENT (PBM) SERVICES RFP 180000053 Amendment #1 February 9, 2018 This amendment is being issued to
More informationBest Value Procurement
Best Value Procurement Big Picture, Big Impact Thursday, September 13, 2018 By: Jan Siderius First 10 career years Medical Device Industry Avoid Purchasing! Delays Introduce competition Price pressure
More informationInvitation for Bid - Standard Office Furniture / Task Chair
Invitation for Bid - Bid#2016-09-001 Instructions to Bidders 1. General Information Rice University is issuing this Invitation for Bid (IFB) for the procurement of goods and/or trade services as described
More informationRequest for Proposal (RFP) Medical and Dental Supplies RFP No MD-S ADDENDUM NO. 1. July 12, 2016
Request for Proposal (RFP) ADDENDUM NO. 1 July 12, 2016 Contained herein are the answers to the questions submitted to the Department of Management Services (Department). The Department hereby amends as
More informationVersion 1.0. The Contract Management Standard Final Edition. Version 1.0
The Management Standard Final Edition 1 Purpose of the Management Standard The purpose of the Management Standard is to describe the nature of contract management in terms of the contract management processes
More informationNorth American Development Bank. Engagement of Consultants
North American Development Bank Engagement of Consultants ENGAGEMENT OF CONSULTANTS This Note has been prepared by the North American Development Bank (the Bank) to assist staff and borrowers in the implementation
More informationState of Florida Department of Children and Families
State of Florida Department of Children and Families Rick Scott Governor Rebecca Kapusta Interim Secretary ADDENDUM #3 to the following Invitation to Negotiate (ITN): Advertisement Number: Section 5.3.1,
More informationREQUEST FOR STATEMENTS OF QUALIFICATIONS FOR REAL ESTATE BROKERAGE SERVICES FOR THE CITY OF TOLLESON
REQUEST FOR STATEMENTS OF QUALIFICATIONS FOR FOR THE CITY OF TOLLESON City of Tolleson 9555 West Van Buren Street Tolleson, Arizona 85353 SOLICITATION INFORMATION AND SELECTION SCHEDULE Solicitation Number:
More informationCompetitive Procurement Evaluation Process Audit
1200, Scotia Place, Tower 1 10060 Jasper Avenue Edmonton, Alberta T5J 3R8 edmonton.ca/auditor Competitive Procurement Evaluation Process Audit August 28, 2017 City of Edmonton 16417 Procurement Evaluation
More informationQUALIFICATION MATRIX ADDENDUM:
QUALIFICATION MATRIX ADDENDUM: The following are just some examples of typical Responsible-in-Charge (RIC) functions for each of the fifteen specific areas identified in the experience matrix, Section
More informationRequest for Proposal For: 2018 American Bar Association Temporary Services
Table of Contents Bid Timetable [2] 1.0 General Bid Information [3] 2.0 Proposal Requirements [5] 3.0 Criteria for Selection [7] 4.0 Specifications and Work Statement [7] Appendix A: Bidder Response Sheet
More informationVersion 1.0. The Contract Management Standard Final Edition. Version 1.0
The Management Standard Final Edition 1 Purpose of the Management Standard The purpose of the Management Standard is to describe the nature of contract management in terms of the contract management processes
More informationMARYLAND STADIUM AUTHORITY
MARYLAND STADIUM AUTHORITY REQUEST FOR QUALIFICATIONS (RFQ) DESIGN CONSULTANT FOR EXPANSION JOINT REPLACEMENT Small Business Reserve Procurement M&T BANK STADIUM MSA Project No. 19-021 ISSUE DATE: October
More informationMARYLAND STADIUM AUTHORITY
MARYLAND STADIUM AUTHORITY REQUEST FOR QUALIFICATIONS Warehouse at Camden Yards General Contractor for Warehouse Elevator Modernization Project MSA Project No. 18-061 ISSUE DATE: March 7, 2018 Contents
More informationHOUSING AUTHORITY OF THE CITY OF BOULDER (dba Boulder Housing Partners)
HOUSING AUTHORITY OF THE CITY OF BOULDER (dba Boulder Housing Partners) SOLICITATION TYPE: DESCRIPTION: Request For Proposals Paperless Invoice Automation Software ISSUE DATE: 04/03/2018 DUE DATE: 04/20/2018
More informationELEVATING OUR PROFESIONALISM
ELEVATING OUR PROFESIONALISM 48 th Annual Conference May 17-20, 2015 Orlando, Florida Invitation to Negotiate Warren Geltch, MBA, C.P.M., CPPO, CPCM 1 Wendy Geltch, C.P.M., CPPO, CPPB, A.P.P., FCCM, FCPM,
More informationChapter 4 State Requirements for Educational Facilities Section 4.1
providential cause, other impending danger to life safety, or pursuant to Section 1013.46(1)(b), F.S., the board can declare an emergency, can negotiate a contract with a design-build firm, design professional,
More informationREQUEST FOR PROPOSALS
REQUEST FOR PROPOSALS CONSTRUCTION MANAGEMENT SERVICES OCTOBER 09, 2014 EAST BAY REGIONAL PARK DISTRICT Atlas Road Extension Improvements POINT PINOLE REGIONAL SHORELINE PROPOSALS DUE: 2:00PM, NOVEMBER
More informationProcurement Presentation to the Financial Management Institute of Canada
Procurement Presentation to the Financial Management Institute of Canada Bid Evaluation Methodologies By: James Steedman Senior Procurement and Contracting Officer, Treasury Board Secretariat November
More informationADDENDUM NO. 1 Kansas City Area Transportation Authority 1350 E. 17 th Street Kansas City, Missouri 64108
ADDENDUM NO. 1 Kansas City Area Transportation Authority 1350 E. 17 th Street Kansas City, Missouri 64108 REQUEST FOR PROPOSAL (RFP) 18-4016-28A TEMPORARY STAFFING AGENCY SERVICES Issue Date: December
More informationI. Procurement. Procurement Authority. Ethical Conduct, Conflict of Interest. DU Procurement Policy
I. Procurement Procurement of goods and services for the university must be conducted in an open and competitive environment to ensure that prices paid are fair and reasonable. Purchasing activities are
More informationEXHIBIT 6 Preconstruction Work
EXHIBIT 6 Preconstruction Work The following tasks shall be accomplished by the CM/GC as part of its obligations during the preconstruction phase. The work is to be coordinated with the services requirements
More informationBidding Conditions Attachment C
Bidding Conditions Attachment C REV Date: November 9, 2018 Project Name (Permit Nos. xxx) at the Fresno Chaffee Zoo Project No. xxxx Located at 894 West Belmont Avenue Fresno, CA 93728 Page 1 of 8 DEFINITIONS
More informationAGENDA. PRE-BID / SITE VISIT MEETING Tuesday, August 7, 2018, 9:00 am
AGENDA PRE-BID / SITE VISIT MEETING Tuesday, August 7, 2018, 9:00 am Project #217090 & 218041 Britt Place Washout / Precinct Road Washout CBJTC, Starke, FL 1. SIGN-IN OF ALL ATTENDEES: 2. INTRODUCTIONS:
More informationRequest for Qualifications (CM at Risk Contract) State of Ohio Standard Forms and Documents
Request for Qualifications (CM at Risk Contract) State of Ohio Standard Forms and Documents Administration of Project: Local Higher Education Project Name Harshman Demolition Response Deadline 3/28/18
More informationProcurement 101. Tom Blaine Senior Research Associate, Public Procurement Research Center NASPO Honorary Member CPPO, FCPM, FCPA
Procurement 101 Monica Wilkes NASPO Honorary Member and Procurement Consultant CPPO, CPPB Universal Public Procurement Certification Council (UPPCC) Board of Directors Tom Blaine Senior Research Associate,
More informationCHAPTER 16 REQUEST FOR PROPOSAL (RFP)/DIRECT NEGOTIATION
16-1 PURPOSE CHAPTER 16 REQUEST FOR PROPOSAL (RFP)/DIRECT NEGOTIATION The purpose of this chapter is to establish procedures for procuring complex goods, professional and non-professional services expected
More informationBID No: 04/17 REQUEST FOR PROPOSALS FOR TRAVEL MANAGEMENT SERVICES FOR THE GENERAL SECRETARIAT OF THE ORGANIZATION OF AMERICAN STATES
BID No: 04/17 REQUEST FOR PROPOSALS FOR TRAVEL MANAGEMENT SERVICES FOR THE GENERAL SECRETARIAT OF THE ORGANIZATION OF AMERICAN STATES SECRETARIAT OF ADMINISTRATION AND FINANCE (SAF) GENERAL SECRETARIAT
More informationTown of Burlington, MA Request for Qualifications Owner s Project Manager (OPM) Services for the Design and Construction of DPW Facilities
Town of Burlington, MA Request for Qualifications Owner s Project Manager (OPM) Services for the Design and Construction of In accordance with Massachusetts General Laws, Chapter 149, Sec. 44A½, the Town
More informationEdmore School District Policies
Recommended FOOD SERVICE PROCUREMENT POLICY Descriptor Code: HCAF The District shall adhere to the most restrictive of federal, state, and school district standards (see HCAA-E) for the procurement of
More informationDocument B252TM 2007
Document B252TM 2007 Standard Form of Architect s Services: Architectural Interior Design for the following PROJECT: (Name and location or address) This document has important legal consequences. Consultation
More informationEVALUATION COMMITTEE INSTRUCTIONS
EVALUATION COMMITTEE INSTRUCTIONS This is the first meeting of the evaluation committee for RFP # PVS 2016. At this meeting, I shall distribute the original solicitation, the Offeror s proposals, team
More informationProcurement Policies and Procedures
Center for Economic and Social Development Procurement Policies and Procedures 1. Purpose of procurement standards. The purpose of these standards is to establish procedures for the Center for Economic
More informationJanuary 22, Table of Contents
January 22, 2014 PROCEDURES SINGLE SELECTION PROCUREMENT OF DESIGN AND CONSTRUCTION MANAGEMENT SERVICES (Section 30 of Chapter 193 of the Acts of 2004) Table of Contents 1.0 Introduction...3 1.1 Purpose
More informationENGINEERING SERVICES Phase III Construction Engineering Services for the Benedictine Parkway Improvement Project
VILLAGE OF LISLE REQUEST FOR QUALIFICATIONS ( RFQ ) #1267 ENGINEERING SERVICES Phase III Construction Engineering Services for the Benedictine Parkway Improvement Project DUE BY: FEBRUARY 5, 2018 @ 11:00
More informationCONSTRUCTION MANAGEMENT SERVICES
DrAFTDRAFTdd EXHIBIT 1 CONSTRUCTION MANAGEMENT SERVICES REQUEST FOR QUALIFICATIONS (RFQ) SELECTION PROCESS School District of Lee County, Florida TABLE OF CONTENTS 1. INTRODUCTION 1 Lobbying 2 2. 3 A.
More informationProcurement and Contract Negotiations. Special presentation for: 2017 APICS Supply Chain Summit October 19, 2017 Vancouver, BC
Procurement and Contract Negotiations Special presentation for: 2017 APICS Supply Chain Summit October 19, 2017 Vancouver, BC Facilitator Introduction Maureen A. Sullivan, BA, LLB Owner and President of
More informationREQUEST FOR PROPOSAL FOR CONSTRUCTION MANAGEMENT SERVICES NOT AT RISK FOR THE. St. Charles County Ambulance District
REQUEST FOR PROPOSAL FOR CONSTRUCTION MANAGEMENT SERVICES NOT AT RISK FOR THE St. Charles County Ambulance District Base 3 & Training Facility Construction 4169 Old Mill Parkway St. Peters, MO 63376 September
More informationPLANNING AND EVALUATION PRELIMINARY DESIGN
PLANNING AND EVALUATION Project Initiation Discuss and refine client requirements Project brief, Schedule, Budget Confirm client's space needs and program Establish scope of work Obtain client-supplied
More informationPosition Number Community Division/Region
IDENTIFICATION Department Position Title Infrastructure Senior Procurement Specialist Position Number Community Division/Region 33-14016 Yellowknife Procurement Shared Services PURPOSE OF THE POSITION
More informationEffective Date: January, 2007 Last Reviewed Date: September, 2016 Last Revised Date: October, 2016 Next Review Date: April 2018
Section: Finance and Administration Number: 12.20.PP.v7 Subject: Goods and Services Procurement (including consulting services) Policy and Procedure Associated Document Form Number: 12.20.F Effective Date:
More informationWUPRPM Regulations and Procedures Effective: November 11, 2005 R. Purchasing and Financial Obligations Revision Date: July 1, 2015.
Table of Contents 1. Purpose... 3 2. Definitions... 3 3. Limits and Thresholds... 4 4. Competitive Bidding... 4 5. Request for Quotation/Request for Proposal... 5 6. Bid Information... 5 7. Bid Bonds...
More informationComplying with Ohio s. Qualifications-Based Selection Law. (Ohio Revised Code ) A Guide for Public Authorities
Complying with Ohio s Qualifications-Based Selection Law for Professional Engineers, Architects & Surveyors (Ohio Revised Code 153.65-.73) A Guide for Public Authorities American Council of Engineering
More informationREQUEST FOR QUALIFICATIONS CITY ENGINEERING SERVICES
REQUEST FOR QUALIFICATIONS CITY ENGINEERING SERVICES QUALIFICATION SUBMITTAL DATE: Monday, February 18, 2019 RFQ Number 2019-01 City of McLendon-Chisholm 1371 W. FM 550 McLendon-Chisolm, Texas 75032 972-524-2077
More information