Webinar Details $199
- Webinar Date: November 25, 2025
- Webinar Time: 2:00 pm - 3:40 pm EST live
- Webinar Length: 100 Minutes
- Guest Speaker: Kenneth Jones
- Topic: Purchasing
- Credit: CPE 2.00, ISM 1.50, QPANJ 2.00, ATAPU 1.50
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Navigating the Request for Proposal (RFP) process can be complex, especially when aligning internal teams and external vendors for a successful outcome. This comprehensive webinar will provide you with essential tools and strategies to effectively create, manage, and evaluate RFPs and Scoring Matrixes. You'll gain a clear understanding of when to use an RFP versus a Request for Information (RFI), how to structure scoring processes, and how to guide evaluation teams through a fair and defensible selection process.
Whether you're new to RFP development or looking to refine your current approach, this session offers valuable insights into structuring your RFP documents with both mandatory and technical requirements, assigning weighted criteria, and working with stakeholders who may be unfamiliar with procurement processes. You'll also learn how to avoid common pitfalls and ensure your RFPs lead to successful vendor engagements—even when awarding multiple contracts from a single RFP.
Your Benefits for Attending:- 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
This webinar is ideal for procurement professionals, project managers, and public sector staff seeking to streamline their procurement processes and drive better outcomes. You’ll walk away with actionable tools and frameworks that will make your next RFP process more effective, efficient, and equitable.
- Introduction
- Definitions 00:02:42
- Request for Proposal - Best Value 00:08:31
- Drafting an RFP 00:10:36
- RFP Table of Contents 00:21:23
- RFP Table of Contents Cont’d 00:23:39
- Drafting RFPs (Cont’d) 00:28:33
- Drafting RFPs (Cont’d) 00:31:07
- RFP Evaluation Process 00:34:52
- RFP - Evaluation Process (Cont’d) 00:40:19
- RFP - Evaluation Process (Cont’d) 00:42:23
- Request for Proposal Example 00:48:34
- Evaluation Instructions 00:50:18
- Example Weighted Criteria Listed in the RFP Document 00:53:05
- Identify Mandatory Pass/Fail Sections in the RFP Document 00:55:52
- Response Instructions 00:57:17
- Mandatory Check List Sample 01:00:25
- Sample Evaluation Language for Your RFP 01:02:34
- Phase 1 01:04:09
- Phase 2 01:04:38
- Phase 3 01:05:37
- Recommended Cost Formula 01:06:17
- References 01:07:51
- Collection RFP Evaluation Scoring Criteria 01:09:15
- Collection Procedures and Example Correspondence 01:10:14
- RFP for Collection Agencies - Questions for Contractor’s References Form 01:13:16
- Number of Year’s Experience in Company-Based Collection Services 01:15:31
- References 01:19:15
- Documented Experience Collecting for Multiple Similar Organizations 01:19:40
- Financial Stability 01:21:16
- Z-Score 01:23:06
- Final Rating Sheet 01:24:17
- Summary of Evaluation Team 01:25:35
- Time Line - Request for Proposals 01:31:04
- Pitfalls 01:33:40
- Presentation Closing 01:40:21
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Kenneth Jones
Ken 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 went on to work for the University at Albany, SUNY where he served as a Purchasing Agent and in 1999 [...]
CPE Credit
Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.
ISM Credit
This program may be used for Continuing Education Hours (CEH) toward recertification for programs offered by the Institute for Supply Management®, including the Certified Professional in Supply Management® and Certified Professional in Supplier Diversity®.
QPANJ Credit
Qualified Purchasing Agent - New Jersey
ATAPU Credit
Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in purchasing.- Asset 01:22:00
- Bankruptcy 00:39:20, 01:23:23
- Bid 00:03:04, 00:04:15, 00:23:44, 01:34:04
- Contract 00:24:51, 00:46:15
- Cost 00:40:22, 00:53:18, 01:06:24, 01:24:44
- Expense 00:24:27
- Financial Statements 00:39:02, 01:22:42
- Liability 01:22:02
- Procurement 00:00:22, 00:09:40, 00:46:24, 00:49:27
- Request For Information (RFI) 00:06:11, 00:46:27
- Request for Proposal (RFP) 00:00:06, 00:02:53, 00:17:47, 00:21:27, 00:25:54, 00:44:02, 00:48:34, 00:51:06, 01:02:41, 01:19:48, 01:31:07
- Revenue 01:122:22
- Scoring Matrix 00:02:30, 00:10:58, 00:55:39, 01:10:18, 01:33:48
- Vendor 00:05:58, 00:20:32, 00:22:43, 00:28:45, 00:35:59, 00:43:56, 00:57:21, 01:06:09, 01:13:21, 01:21:45, 01:24:34, 01:32:45
- Weighted Criteria 00:53:09
- Z-Core 01:23:32
Asset: Property owned by a person or company, regarded as having value and available to meet debts, commitments or legacies.
Bankruptcy: is a legal proceeding in which a debtor declares their inability to pay back their creditors.
Bid: A bid is an offer made by an investor, trader, or dealer in an effort to buy an asset or to compete for a contract.
Contract: A written or spoken agreement, especially one concerning employment, sales, or tenancy, that is intended to be enforceable by law.
Cost: The sum of the applicable expenditures and charges directly or indirectly incurred in bringing an article to its existing condition and location
Expense: Offset (an item of expenditure) as an expense against taxable income.
Financial Statement: Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. ... A balance sheet or statement of financial position, reports on a company's assets, liabilities, and owners equity at a given point in time.
Liability: In financial accounting, a liability is defined as the future sacrifices of economic benefits that the entity is obliged to make to other entities as a result of past transactions or other past events, the settlement of which may result in the transfer or use of assets, provision of services or other yielding of economic benefits in the future.
Procurement: Procurement is the process of finding and agreeing to terms, and acquiring goods, services, or works from an external source, often via a tendering or competitive bidding process. Procurement is used to ensure the buyer receives goods, services, or works at the best possible price when aspects such as quality, quantity, time, and location are compared.
Request For Information (RFI): A request for information is a common business process whose purpose is to collect written information about the capabilities of various suppliers. Normally it follows a format that can be used for comparative purposes. An RFI is primarily used to gather information to help make a decision on what steps to take next.
Request for Proposal (RFP): A request for proposal (RFP) is a document that solicits proposal, often made through a bidding process, by an agency or company interested in procurement of a commodity, service, or valuable asset, to potential suppliers to submit business proposals.
Revenue: In accounting, revenue is the income that a business has from its normal business activities, usually from the sale of goods and services to customers. Revenue is also referred to as sales or turnover. Some companies receive revenue from interest, royalties, or other fees.
Scoring Matrix: A tool that helps you evaluate multiple options based on a set of criteria.
Vendor: A vendor is a person or business that supplies goods or services to a company. Another term for the vendor is the supplier. In many situations, a company presents the vendor with a purchase order stating the goods or services needed, the price, delivery date, and other terms.
Weighted Criteria: Weighted criteria is a two-part type of best value procurement in which bidding firms submit a technical component and price component to the STA. The STA scores the technical component using pre-determined criteria that are weighted according to pre-determined importance. Then, the price component is analyzed.
Z-Score: The Z-score formula for predicting bankruptcy was published in 1968 by Edward I. Altman, who was, at the time, an Assistant Professor of Finance at New York University. The formula may be used to predict the probability that a firm will go into bankruptcy within two years.
