103 – Introduction to Request for Proposals (RFP)

 Course Description:

Type: self-paced, online

Description: The purpose of this course is to define Request for Proposals and explain the complete process for using them in public procurement

Learning Objectives

  • Understand when to use a Request for Proposal(RFP) instead of other methods.
  • Identify the steps in the RFP process.
  • Define responsible and responsive Bidders.
  • Identify stakeholders in the RFP process.
  • Describe the elements of a Scope of Work.
  • Understand best practices for the development of specifications.
  • Determine when insurance, bonds and licenses are needed for an RFP.
  • Identify the components of issuing, receiving and opening an RFP.
  • Analyze the skills and knowledge needed by members of an evaluation committee.
  • Recognize opportunities for conflicts of interests within the evaluation committee.
  • Analyze the key components of effective evaluation criteria.
  • Create and analyze a scoring system for an RFP.
  • Understand the purpose of negotiations within the RFP process.
  • Identify elements of a negotiation plan.
  • Understand steps for approval and award of an RFP.
  • Create an RFP template.

Course Technology Requirements:

  • Internet connection
  • Support web browsers:
    • Recommended: Chrome, Firefox, Safari (latest versions)
    • If prompted, accept all cookies and allow popups
  • Access to Procurement U LMS
  • Ability to play and listen to audio through computer speakers or headphones

Contact Hours: This course offers three (3) contact hours for continuing education credit. 

Course Syllabus 

Universal Public Procurement Certification Council (UPPCC):

Certified Professional Public Buyer (CPPB)

• Domain III: Procurement Life Cycle: Sourcing & Supplier Selection

o Competency A: Utilize competitive solicitation methods (e.g., invitation for/to bid (IFB/ITB), qualification-based selection, request for proposal (RFP))

o Competency C: Assemble solicitation document(s)

▪ Terms and conditions

▪ Specifications and/or scope of work

▪ Evaluation methodology and criteria

o Competency E: Evaluate solicitation respondents and responses (e.g., responsiveness and responsibility, cost analysis, technical analysis)

Certified Public Procurement Officer (CPPO)

• Domain IV: Sourcing & Supplier Selection

o Competency A.1: Evaluate and recommend strategies and/or standards: Sourcing Methods.