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Are You Sure We Really Need One?
Decision-Making Tools for Procurement
of Goods and/or Services:
1www.wakegov.com
2
Agenda
• Why do we need a decision making
tool?
• What are some examples of tools?
• What decision-making tools do you
u...
3www.wakegov.com
Why do we need a
decision-making tool?
• Are all elements of the scope of work
equal?
• If not, how do you determine which carries
the most weight as you review?...
• Make an “apples to apples” comparison
among proposals
• Adherence to RFP
• Relevant experience and knowledge
• Past hist...
• Taxpayers
• Local governing body
• NC procurement laws
• Other vendors submitting proposals
• Media
• Advocacy Groups
Ne...
7www.wakegov.com
What are some
examples?
 Responsible
 Scores ability and knowledge of project
elements
 Responsive
 Scores responsiveness to RFP elements
 Ra...
9
Three R Model
10
Three R Model
11
Three R Model
12
Three R Model
• Pros
• Easily understood and requires very little
to no extra work either before or after
review process
• Replicable an...
14
Blank slide for charts,
graphs, images.
United Way Model
• Pros
• All reviewers grade according to the same
strategy and definition of an element
• Best for multiple bids and gran...
16
Forced Choice Matrix
• Step 1: Criteria Listing
17
Blank slide for charts,
graphs, images.
Forced Choice Matrix
• Step 2: Individual Ranking of Criteria
18
Blank slide for charts,
graphs, images.
Forced Choice Matrix
• Step 3: Group Ranking and Weighting
19
Blank slide for charts,
graphs, images.
Forced Choice Matrix
• Step 3: Group Ranking and Weighting
20
Blank slide for charts,
graphs, images.
Forced Choice Matrix
• Step 4: Final Weights
21
Blank slide for charts,
graphs, images.
Forced Choice Matrix
• Step 5: Individual Scoring
• Pros
• Can prioritize elements of the proposal
and add weights
• Best for multiple bids and large review
teams
• Cons
• ...
23www.wakegov.com
• What decision-
making tools do you
use?
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Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

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Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

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Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

  1. 1. Are You Sure We Really Need One? Decision-Making Tools for Procurement of Goods and/or Services: 1www.wakegov.com
  2. 2. 2 Agenda • Why do we need a decision making tool? • What are some examples of tools? • What decision-making tools do you use? www.wakegov.com
  3. 3. 3www.wakegov.com Why do we need a decision-making tool?
  4. 4. • Are all elements of the scope of work equal? • If not, how do you determine which carries the most weight as you review? • Do all members of the review team agree? Achieve consensus in prioritization of elements 4www.wakegov.com
  5. 5. • Make an “apples to apples” comparison among proposals • Adherence to RFP • Relevant experience and knowledge • Past history • Cost • Interview Compare Proposals 5www.wakegov.com
  6. 6. • Taxpayers • Local governing body • NC procurement laws • Other vendors submitting proposals • Media • Advocacy Groups Need to be able to defend decision to: 6www.wakegov.com
  7. 7. 7www.wakegov.com What are some examples?
  8. 8.  Responsible  Scores ability and knowledge of project elements  Responsive  Scores responsiveness to RFP elements  Rate  Is the proposed rate higher or lower than the median rate of all proposals Three R Model 8www.wakegov.com
  9. 9. 9 Three R Model
  10. 10. 10 Three R Model
  11. 11. 11 Three R Model
  12. 12. 12 Three R Model
  13. 13. • Pros • Easily understood and requires very little to no extra work either before or after review process • Replicable and user-friendly for capital projects, service provision, grants, etc. • Cons • Relatively generic and unspecific to individual projects Three R Model 13www.wakegov.com
  14. 14. 14 Blank slide for charts, graphs, images. United Way Model
  15. 15. • Pros • All reviewers grade according to the same strategy and definition of an element • Best for multiple bids and grant proposals • Cons • Can be time consuming on the front-end United Way Model 15www.wakegov.com
  16. 16. 16 Forced Choice Matrix • Step 1: Criteria Listing
  17. 17. 17 Blank slide for charts, graphs, images. Forced Choice Matrix • Step 2: Individual Ranking of Criteria
  18. 18. 18 Blank slide for charts, graphs, images. Forced Choice Matrix • Step 3: Group Ranking and Weighting
  19. 19. 19 Blank slide for charts, graphs, images. Forced Choice Matrix • Step 3: Group Ranking and Weighting
  20. 20. 20 Blank slide for charts, graphs, images. Forced Choice Matrix • Step 4: Final Weights
  21. 21. 21 Blank slide for charts, graphs, images. Forced Choice Matrix • Step 5: Individual Scoring
  22. 22. • Pros • Can prioritize elements of the proposal and add weights • Best for multiple bids and large review teams • Cons • Can be confusing for new reviewers • Time consuming Forced Choice Matrix 22www.wakegov.com
  23. 23. 23www.wakegov.com • What decision- making tools do you use?

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