SEMINAR: How to Create a
Request for Proposal
(Part 4) for Service Acquisitions
(e.g. IT Projects,
Telecommunications, etc.)
Announcement Outline Schedule List of Customers Terms Register
This Module of "How to Create a Request for Proposal"
is not offered as a stand alone course as it requires Part 1 and Part
2 as pre-requisites. Instead, it is appended to the basic 2-day course
if and when appropriate for a client.
Selecting a Service Vendor is Problematic
- Service levels vary widely
- Vendors can use unexpected processes and confuse vendors
- Costs can also vary widely
Information Gathering
- Why there is the requirement for the service
- What this service replaces
- Time available for decision-making
- The value of this service in the organization
Develop Own Expertise or Buy Service
- It is the buyer's choice
- Advantages and disadvantages of each
Vendor-Related Issues
- Confidence in vendor
- Job creation considerations
- Vendor's reliability in project management
Technical Issues
- Performance and stability
- Integration in the work environment
- Safety and security considerations
- Acceptable or unacceptable processes
- Proper documentation of work completed
Implementation Methodology
- Vendor's understanding of requirements
- A comprehensive project plan
- Checkpoints to verify progress
- Managing risk levels
Support Issues
- Types of support systems
- Third-party options
- Training opportunities
Cost Considerations
- Importance of cost estimation
- How cost affects the selection process
- Balancing Quality versus Savings
- Using the "Percentage" approach
- Using the "Formula" approach
Creating a Selection Grid for Project
- Selecting the categories that matter
- Populating the categories with benefits
- How the issue of cost is treated
- The value of features and benefits
- Scoring vendor offers
- Guidelines for prioritizing the categories
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