| Vendor Request For Proposal (RFP) Solicitation | 24 days? | Mon 01.01.07 | Thu 01.02.07 | | |
| Read the note for an explanation of the purpose of this template | 0 days | Mon 01.01.07 | Mon 01.01.07 | | |
| RFP Criteria | 2 days? | Mon 01.01.07 | Tue 02.01.07 | | |
| Review criteria to determine if formal RFP process is required | 1 day? | Mon 01.01.07 | Mon 01.01.07 | 1 | User Team |
| Inform procurement of need to create RFP | 1 day? | Tue 02.01.07 | Tue 02.01.07 | 3 | User Team |
| RFP Solicitation Process | 8 days? | Wed 03.01.07 | Fri 12.01.07 | | |
| Define Requirements | 4 days? | Wed 03.01.07 | Mon 08.01.07 | | |
| Interview users to understand their product and service needs | 1 day? | Wed 03.01.07 | Wed 03.01.07 | 4 | User Team |
| Document requirements | 1 day? | Thu 04.01.07 | Thu 04.01.07 | 7 | User Team |
| Define criteria for evaluation of the responses | 1 day? | Fri 05.01.07 | Fri 05.01.07 | 8 | Evaluation committee |
| Identify the evaluation team | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | |
| RFP Creation | 5 days? | Wed 03.01.07 | Tue 09.01.07 | | |
| Obtain template from procurement for RFP format | 1 day? | Wed 03.01.07 | Wed 03.01.07 | 4 | User Team |
| Draft RFP | 0 days? | Fri 05.01.07 | Fri 05.01.07 | 8,12 | Procurement manager,User Team |
| Review RFP with procurement and subject matter experts | 1 day? | Fri 05.01.07 | Mon 08.01.07 | 13 | Evaluation committee |
| Refine RFP | 1 day? | Mon 08.01.07 | Tue 09.01.07 | 14 | Procurement manager,User Team |
| RFP content ready to release | 0 days | Tue 09.01.07 | Tue 09.01.07 | 15 | |
| Market research | 4 days? | Fri 05.01.07 | Wed 10.01.07 | | |
| Identify potential companies with appropriate product or service offerings | 1 day? | Fri 05.01.07 | Fri 05.01.07 | 8 | Procurement manager,User Team |
| Determine if preliminary request for interest/information is needed | 0 days? | Mon 08.01.07 | Mon 08.01.07 | 18 | Procurement manager,User Team |
| Solicit RFI responses (if needed) | 1 day? | Mon 08.01.07 | Tue 09.01.07 | 19 | Procurement manager |
| Finalize target companies for RFP | 1 day? | Tue 09.01.07 | Wed 10.01.07 | 20 | Evaluation committee |
| RFP Release to industry | 5 days? | Mon 08.01.07 | Fri 12.01.07 | | |
| Determine time frames for specific response stages | 1 day? | Mon 08.01.07 | Mon 08.01.07 | 9 | Procurement manager,User Team |
| Finalize RFP with time frames and points of contact | 1 day? | Tue 09.01.07 | Tue 09.01.07 | 23 | Procurement manager |
| Release RFP to target companies | 1 day? | Wed 10.01.07 | Thu 11.01.07 | 21,24 | Procurement manager |
| Conduct RFP Briefing (if required) | 1 day? | Thu 11.01.07 | Fri 12.01.07 | 25 | Procurement manager,User Team |
| RFP Solicitation Process COMPLETE | 0 days | Fri 12.01.07 | Fri 12.01.07 | 26 | |
| Post-Solicitation Process | 15 days? | Fri 12.01.07 | Thu 01.02.07 | | |
| Collect 'intent to bid' responses | 1 day? | Fri 12.01.07 | Mon 15.01.07 | 27 | Procurement manager |
| Q&A Process | 4 days? | Mon 15.01.07 | Thu 18.01.07 | | |
| Collect questions from bidding companies | 1 day? | Mon 15.01.07 | Tue 16.01.07 | 29 | Procurement manager |
| Prepare formal responses to questions | 1 day? | Tue 16.01.07 | Wed 17.01.07 | 31 | Procurement manager,User Team |
| Publish responses to all companies that are on the 'intent to bid' list | 1 day? | Wed 17.01.07 | Thu 18.01.07 | 32 | Procurement manager |
| Review Proposals | 5 days? | Thu 18.01.07 | Wed 24.01.07 | | |
| Perform initial evaluation and clarify concerns | 1 day? | Thu 18.01.07 | Fri 19.01.07 | 10,33 | Evaluation committee |
| Evaluate proposals based on established criteria | 1 day? | Fri 19.01.07 | Mon 22.01.07 | 35 | Evaluation committee |
| Eliminate offerors that do not meet criteria | 1 day? | Mon 22.01.07 | Tue 23.01.07 | 36 | Evaluation committee |
| Prepare for discussions with remaining offerors | 1 day? | Tue 23.01.07 | Wed 24.01.07 | 37 | Procurement manager,User Team |
| Face-to-Face Discussions/Negotiations | 3 days? | Wed 24.01.07 | Fri 26.01.07 | | |
| Invite finalists to present their solutions | 1 day? | Wed 24.01.07 | Thu 25.01.07 | 38 | Procurement manager |
| Analyze the solutions and demonstrations from finalists | 1 day? | Thu 25.01.07 | Fri 26.01.07 | 40 | Evaluation committee |
| Selection Decision | 5 days? | Fri 26.01.07 | Thu 01.02.07 | | |
| Analyze final proposals | 1 day? | Fri 26.01.07 | Mon 29.01.07 | 41 | Evaluation committee |
| Select vendor | 1 day? | Mon 29.01.07 | Tue 30.01.07 | 43 | Evaluation committee |
| Award contract | 1 day? | Tue 30.01.07 | Wed 31.01.07 | 44 | Procurement manager |
| Debrief unsuccessful offerors | 1 day? | Wed 31.01.07 | Thu 01.02.07 | 45 | Procurement manager |
| Post-Solicitation Phase COMPLETE | 0 days | Thu 01.02.07 | Thu 01.02.07 | 46 | |
| Vendor Proposal (RFP) Solicitation COMPLETE | 0 days | Thu 01.02.07 | Thu 01.02.07 | 47 | |
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