Selecting Right Vendors And RFP Drafting

On-Demand Schedule Sun, December 10, 2023 - Sun, December 17, 2023
Duration 90 Mins
Level Basic & Intermediate
Webinar ID IQW22K1122

How to solicit and select qualified Vendors

  • How to create a vendor database
  • How to create a qualified vendor pool
  • How to cast a wide net

How to ensure that the vendor stays compliant

  • Vendor Responsibility Reviews
  • Compliance Terms
  • Contract Management

The RFP Process from drafting to awarding

  • Drafting the RFP & Scoring Matrix
  • Good Practices based on Examples
  • Making a Contract Award

Overview of the webinar

Many Procurement Professionals and those involved in a Request for Proposal (RFP) process can use additional guidance in creating a qualified vendor pool and creating and scoring an RFP. This live course will cover creating a vendor database and creating a qualified vendor pool for an RFP. In addition, this online webinar will cover ways to get better-qualified vendors using an RFI and vendor responsibility review processes.  Samples of RFP terms, Technical scoring and Cost evaluation will be covered as well. Attendees who complete this webinar will leave with tools they can use the next time they are faced with creating a qualified vendor pool for an RFP.

Who should attend?

  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Mid-Size Firm
  • CPA - Small Firm
  • Non-profit Professionals
  • Purchasing Agents
  • Buyers
  • Contract Managers
  • Contract Officers
  • CPAs and other professionals in industry, business owners, staff of non-profit organizations and companies.

Why should you attend?

  • To explain how to create a vendor database and create a qualified vendor pool for an RFP.
  • To explain ways to get better-qualified vendors using an RFI
  • To discuss vendor responsibility review processes
  • To illustrate through samples of RFP terms, technical scoring, and cost evaluation

Faculty - Mr.Ken 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 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. This included proving training for both State procurement and The Research Foundation for SUNY procurement rules and regulations.  His previous purchasing experience included procuring commodities, services, and construction for the departments on campus.A past Director of the SUNY Purchasing Association, Ken retired from the position of Assistant Director in January of 2014. However, he was requested to continue to assist the office through the end of 2014. Ken worked part-time for the SUNY Center for International Development as a Procurement Specialist assisting primarily with their program in Kenya, Africa. Ken has trained many University staff on procurement rules and regulations. He established online ordering processes with vendors ranging from Office supplies to Lab chemicals and continued to provide training in his recent positions. After the Kenya Contract expired Ken continued to assist the UAlbany Purchasing Office with complex procurements through July of 2021. Ken has presented on various procurement topics both in person and on the Web for over 10 years. 


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