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Procurement Methods: Effective Techniques Reference Guide for Procurement Professionals von Coss, Lourdes (eBook)

  • Erscheinungsdatum: 25.03.2016
  • Verlag: BookBaby
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Procurement Methods: Effective Techniques

The book is a tool to guide the new professionals in advancing their procurement skills. It provides guidance for selecting the right procurement method and offers effective techniques for developing solicitation documents. It covers the essential components of each of the procurement methods discussed and explains the rationale for their inclusion in the procurement document. The book explains the logic of key sections of the procurement document and how they are interrelated to make the procurement process effective.


    Format: ePUB
    Kopierschutz: none
    Seitenzahl: 86
    Erscheinungsdatum: 25.03.2016
    Sprache: Englisch
    ISBN: 9781483564821
    Verlag: BookBaby
    Größe: 965kBytes
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Procurement Methods: Effective Techniques

CHAPTER II Request for Qualifications (RFQ) Certain types of services may require a qualifications-based selection. This is generally the case for architectural and engineering services in the public sector. The RFQ is a competitive procurement method, but should not be the first choice unless there it is necessary to achieve the goals of the project. Procurement professionals should consult the legal requirements applicable to the organization. At times, this process is used as a first step in a longer process for complex projects or certain programs. The RFQ process is advantageous on highly complex, multi- discipline procurements. It allows the organization to further explore business opportunities only with those firms or teams deemed qualified. That is, the respondents that demonstrated to be the highest qualified according to the evaluation criteria. The RFQ process affords the organization the opportunity to focus only on those vendors that will ultimately be considered. This avoids a very expensive investment of time and resources for both the organization issuing the RFQ and the businesses interested getting the contract for the specific project. It should be noted that using the RFQ when another method is more appropriate will elongate the procurement process and may cause frustration of those involved. The terminology used in an RFQ is different from a bid. In an RFQ process, the response submitted is generally referred to a "submittal" or "qualifications." The vendor submitting the response is referred to as the "respondent." OBJECTIVE AND APPLICATION Objective The objective of a qualification-based selection is to identify the highest qualified firm(s) for the specific purpose or scope of services. Application This method is generally appropriate when it is required by law, when it is part of a two-step or multi-step process, or to establish a list of pre-qualified firms for a specific purpose from which price proposals or bids will be requested at a later date. It requires a more in-depth responsibility review than the bid process. In the case of a pre-qualified list, no additional responsibility review is performed unless specifically stated in the prequalification program or for a specific project. RFQ DEVELOPMENT When developing an RFQ, think of three areas: The Overview (Big Picture); The Project or Program; and The Evaluation and Selection Requirements. It is easy to standardize the format and certain portions of the RFQ, such as: the background of the organization, the evaluation process, the organization-specific forms, and any other directives that may be required in every procurement process conducted by the organization. Developing a format with these standard sections may save some time in the development of the document. It is advisable to always start with a fresh format and not modify the last RFQ issued. The opportunity for errors is high when a previously issued RFQ is used as the starting document for a new RFQ. Overview The overview is simply a high level view of the project and the environment or situation under which services will be provided. 1. Purpose Statement : Provide a sentence or two to briefly describe the reason for the RFQ. Example 1: The City of Mountainside seeks qualifications from interested firms to provide structural design engineering services for the design and construction of the bridge over the Dustin River. Example 2: The State of Sunshine is seeking qualifications for structural engineering consulting for the design of various State-maintained bridges throughout the State. The State intends to establish a list of pre-qualified firms to perform the services for one or more of the bridges. 2. Backgro

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