This document discusses the bid process for associations. It outlines determining the type of bid process needed based on factors like cost and expertise required. It describes the participants in the bid process, including professionals and association members. Finally, it lists the key steps in the bid process, from determining service needs to negotiating the final contract.

1. “MPH Leadership Series”
The Do’s and Don’ts of the
Bid Process

2. The Do’s and Don’ts of the
Bid Process
 Board Policy on the Bid Process

3. The Do’s and Don’ts of the
Bid Process
 UCIOA as a Guide

4. The Do’s and Don’ts of the
Bid Process
 Determination of the Bid
Process to be Employed
a. Determine services required
b. Estimate potential cost
c. Determine the level of expertise
required
d. Assess the associated risk

5. The Do’s and Don’ts of the
Bid Process
 Bid Process Participants
a. Professionals
*Management (Manager/Controller)
*Engineer/Architect
*Attorney
*Auditor/Accountant
*Insurance Agent
*Lending Institution
*Contractors
*Municipality
b. Association
*Board of Trustees
*Committees (Standing and Adhoc)
*Association Employees

6. The Do’s and Don’ts of the
Bid Process
 Bid Process
a. Determine Service and Ends
b. Bid Specification
c. Preparation of the RFP
d. Selection of Approved Vendors
e. Opening of Bids
f. Preparation of Bid Summary
g. Interview of Potential Vendors
h. Board Selection Process
i. Negotiation of Terms
j. Contract