Request for Proposals (RFP) Fundamentals

Financial Services

Date: 03 Apr '20
Price: Under 250 USD$
Time: 1:00pm to 2:30pm (GMT-05:00) Eastern Time (US and Canada)
CPD/CME/CEU: 19709
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Topic : Request for Proposals (RFP) Fundamentals

Discount Coupon : Use this Coupon (NEW2COMPLIANCE) and get (10% Off) On New Signup


In this Webinar you'll receive instruction on creating Request for Proposals (RFP's) and Scoring Matrixes and how to avoid common pitfalls.

Areas Covered in the Session :

  • How to use an RFP and when an RFI is helpful.
  • How to draft and use a scoring matrix
  • How to work with and instruct a team assigned to score an RFP
  • How to structure the RFP Document using mandatory and technical requirements
  • How to evaluate cost as part of the RFP process
  • How to assign weighted criteria
  • How to facilitate the drafting of the matrix with the RFP
  • How to work with staff unfamiliar with the process of an RFP
  • How to ensure a successful outcome with the vendor community
  • How to award multiple contracts from one RFP

Speaker Profile :

Kenneth M Jones is Keynote Speaker at Compliance Key. He 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.

Contact Info :
Compliance Key
Email :
Phone : +1 717-208-8666


Compliance Key