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Procurement assistance typically involves LRWL participation
in the following activities:
- Develop Evaluation
Methodology - Prepare a formal, written methodology
to be followed in evaluating bidders' proposals. This typically
includes:
- Draft the evaluation methodology, defining
each step in the process.
Work with the client to create an effective evaluation
committee including key client users and managers, to
assure staff "buy-in" to the process.
- Define the selection criteria and weight
them appropriately.
- Devise a scoring scheme by which evaluators
will assign objective numerical scores to each bidder
on each criterion.
- Develop an Excel spreadsheet for entering
the evaluators' scores and automatically computing overall,
weighted scores and bidder rankings.
- Conduct Pre-proposal
Bidders Conference -
Schedule a mandatory bidders conference (mandatory in the
sense that any firm wishing to submit a bid must be in attendance)
at which the procurement can be discussed and bidder questions
can be answered.
- Prepare Answers
to Bidder Questions -
Prepare formal, written answers to all questions received
from bidders (both prior to and during the bidders conference)
and distribute to all bidders represented at the conference.
- Request Clarifications
from Bidders - After receipt of the proposals/bids,
review the submissions and identify any areas requiring
clarification or correction. Bidders should be given a fixed
period of time in which to respond. It is likely that more
than one iteration may be required in this question-and-answer
cycle, i.e., bidder's responses may well engender additional
questions.
- Conduct Bidder
Reference Checks - Contact and interview bidder references
to obtain additional information concerning the vendor,
the implementation support provided, on-going support, and
other related information. Areas of interest include:
- Functionality
- Technology
- Hardware
- System support and maintenance
- How smoothly the installation went
- Response to support requirements
- Quality of training materials and sessions
- Number and cost of change orders
- Integration
- "Bug" resolution and warranty
support.
- Quality of bidder staffing and suitability
of the firm for that type of client
- Develop Product
Demonstration Scenarios -
Define approximately ten product demonstration scenarios
to force structure on the product demonstrations that bidders
will conduct. These scenarios should be representative of
the client's processing needs, and they should be designed
to exercise the capabilities of the software products that
were proposed by bidders.
- Conduct Oral Presentations
/ Product Demonstrations - The demonstration scenarios
(see above) should be provided to the bidders prior to the
scheduled date for the demonstrations. The client evaluation
team should attend each product demonstration and observe
how the proposed system responds to the client's specific
requirements. LRWL ensures that agendas and topics of interest
to the client are covered, rather than what the bidders
want to cover.
- Score Technical
Proposals - Facilitate the scoring of bidders' technical
proposals prior to opening the cost proposals (to ensure
that evaluations are objective and not initially influenced
by economic considerations).
- Open Cost Proposals
- At this point, the cost proposals are opened and cost
information is entered on the Excel scoring spreadsheet,
which will automatically re-compute bidder rankings, taking
the cost bids into account.
- Update Scoring
- Update bidder scores based on cost proposals received.
- Best and Final
Offers - Request Best and Final Offers (BAFOs) from
bidders, if appropriate.
- Adjust Scoring
- Adjust bidder scores as necessary based on BAFOs received.
- Select Winning
Bid - Facilitate selection of the bidder that represents
the best value to the client based on the adjusted scores
and revised bidder ranking.
- Negotiate Contract
- Negotiate contract provisions, scope, cost, and
terms with the apparent winner to secure the most favorable
terms and conditions possible.

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L.R. Wechsler, Ltd.
10394 Democracy Lane, Fairfax, Virginia 22030
(703) 385-3440 FAX (703) 385-4491
Email: info@lrwl.com
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