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RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
RFP Creation
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RFP Creation

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With so many entities working on RFP's with all of the stimulus activity I thought this presentation I gave a year ago for the Blandin Foundation would be beneficial as you put your plans together.

With so many entities working on RFP's with all of the stimulus activity I thought this presentation I gave a year ago for the Blandin Foundation would be beneficial as you put your plans together.

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  • Utilize space to get the length of response you desire.
  • Transcript

    • 1. U-reka Broadband Ventures RFP Creation “Preparing a document that gets you the information you need without burning your eyes out”
    • 2. Why do we know anything?
      • Have created and responded to Requests in the Telecommunications Industry including:
        • Infrastructure
        • Equipment
        • Telecom Services
        • Consulting Services
        • Operational Support Systems
    • 3. RFI, RFP,RFQ
      • RFI -Request for Information-document that requires respondents to provide information on their product, service or solution and typically provide budgetary pricing
      • RFP -Request for Proposal-typically used for service type requests; consulting, engineering, project management and the like. Firm numbers and commitments made by respondents
      • RFQ -Request for Quotation-typically used for equipment, hard-assets and services to furnish and install
    • 4. Asking the Right Questions
      • Ask open questions that require respondents to provide more than a yes or no response
      • Provide a space for response that keeps questions in an order that makes it easier to analyze
      • Place your questions in an order that mimics your decision matrix
    • 5. Examples of Open Ended Response: Please describe other projects where your company has provided financial analysis of competing telecommunications providers; describe the process you utilized to create pro-forma’s and gather financial information?
    • 6. How about Close-ended questions?
      • Definition: Question is specific and must be answered with a yes or no, or with details as appropriate.
      • Good to utilize when asking basic questions such as:
        • Insurance Requirements
        • Licensing Requirements
        • Other “check-off” types of requirements
    • 7. Decision Matrix
      • Determine your Desired Outcome
      • Understand the components to get there
      • Rate which are most important to least important and provide a weighting to each
      • Utilize this matrix to then craft questions for the RFP that will allow you to analyze the respondents
      • Make decision on how percentages will be assigned
    • 8. Example Matrix Total Rating 5 Rating 4 Rating 3 10% Insurance Requirements 80% Price 25% Pricing 20% Services 25% Process 25% Timeline 50% Description of Process 25% Previous Experience 15% Regulatory/Legal 15% Sales/Marketing 20% Financial 15% Operations 15% Network 10% Licensing Requirements 50% Expertise Rating 2 Rating 1 % Weighting Category/Sub Category
    • 9. Go to Haves!
      • Description of Project
        • Community Information
        • Previous work completed
      • Expected Outcomes/Requirements
      • Three Broad Categories to cover in an RFP:
        • Expertise of Vendor
        • Process Vendor will use to complete project
        • Pricing and Legal
      • Evaluation Criteria and Rating
    • 10. Expertise
      • Network-what knowledge and experience does the vendor have regarding fiber-to-the-premise networks
      • Operations-operational knowledge and experience operating fiber-to-the-premise networks
      • Financial-ability of vendor to create Performa's and analyze financials regarding capital, operations and financing options
      • Sales/Marketing-ability of vendor to create and analyze sales and marketing objectives
      • Regulatory/Legal-ability of vendor to analyze and interpret the Regulatory and Legal landscape and provide guidance on the Regulatory hurdles of differing solutions
      • Services-ability of vendor to provide guidance surrounding services to be provided over the network including voice, data, video and other ancillary services
    • 11. Process
      • Timeline
        • How long will it take the vendor to complete the project
        • Asking for a project chart to represent this is always a good idea
      • Description of Process
        • How will the vendor gather information, work with you, compile the information and provide a final product
        • Another important piece is what expectations the vendor has regarding your involvement in the process
        • What you are looking for here is good project management practices and thoroughness of the process
      • Previous Experience
        • References of Previous Projects
        • Other telecommunications background and projects
    • 12. Pricing
      • Scope as Understood by Vendor
      • Pricing for the project
        • Not to exceed?
        • Change orders?
        • Other Hourly services?
      • Insurance coverage
      • Other financial qualifications-want to make sure they will be around
    • 13. Analysis
      • Utilize the team you have put together for creating the decision matrix
      • Each member should do an independent evaluation utilizing the decision matrix and provide ratings
      • Combine these ratings to determine the ranking of your vendors
    • 14. Vendor Matrix Tally Sheet 50 50 32 32 34 35 24 27 22 27 29 30 Total 10 10 8 4 5 5 5 5 4 3 6 4 1-10 Rating 5 10 10 5 8 8 9 4 9 2 6 5 5 1-10 Rating 4 10 10 7 6 6 7 5 2 6 6 3 7 1-10 Rating 3 10 10 10% Insurance Requirements 6 6 80% Price 25% Pricing 4 6 20% Services 25% Process 6 8 25% Timeline 7 8 50% Description of Process 6 8 25% Previous Experience 6 5 15% Regulatory/Legal 6 4 15% Sales/Marketing 7 5 20% Financial 8 7 15% Operations 8 6 15% Network 10 10 10% Licensing Requirements 1-10 1-10 50% Expertise Rating 2 Rating 1 % Weighting Category/Sub Category
    • 15. Vendor Matrix Totals 50 50 35 45 40 50 10%   Licensing Requirements 50 50 35 45 40 50 10%   Insurance Requirements 35 32 28 30 35 32 80%   Price             25% Pricing 32 31 16 22 26 32 25%   Previous Experience 34 34 16 26 25 34 50%   Description of Process 35 32 18 26 28 35 25%   Timeline             25% Process 25 25 13 17 19 24 20%   Services 27 26 12 19 22 27 15%   Regulatory/Legal 25 25 14 21 24 22 15%   Sales/Marketing 29 29 17 19 20 27 20%   Financial 29 28 18 23 26 29 15%   Operations 35 35 16 26 22 30 15%   Network             50% Expertise Vendor 5 Vendor 4 Vendor 3 Vendor 2 Vendor 1 % Weighting Category/Sub Category
    • 16. Vendor Matrix Rankings 97.0% 58.4% 76.6% 82.5% 95.2%   100% TOTAL 10% 7% 9% 8% 10% 10%   Licensing Requirements 10% 7% 9% 8% 10% 10%   Insurance Requirements 73% 64% 69% 80% 73% 80%   Price 23% 20% 22% 24% 23%   25% Pricing 24% 13% 17% 20% 25% 25%   Previous Experience 50% 24% 38% 37% 50% 50%   Description of Process 23% 13% 19% 20% 25% 25%   Timeline 24% 12% 18% 19% 25%   25% Process 20% 10% 14% 15% 19% 20%   Services 14% 7% 11% 12% 15% 15%   Regulatory/Legal 15% 8% 13% 14% 13% 15%   Sales/Marketing 20% 12% 13% 14% 19% 20%   Financial 14% 9% 12% 13% 15% 15%   Operations 15% 7% 11% 9% 13% 15%   Network 49% 27% 36% 39% 47%   50% Expertise Vendor 5 Vendor 4 Vendor 3 Vendor 2 Vendor 1 % Weighting Category/Sub Category

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