The RFP ProcessJuly 20, 2015

Regina M. SharrowFaegre Baker Daniels, LLP

Highlights of RFPs

1. Procurement Documents2. The RFP Schedule3. The Evaluation Process4. Disclosure of RFP Materials

Procurement Documents

• Request for Information/Request for Qualifications/Requests for Expressions of Interest (RFI)

• Due diligence documents• Request for Proposals (RFP) • Request for Revised Proposals (RFRP)• Q&A• Definitive Agreements• Evaluation Scoring Sheets

The RFP Schedule

• Preparation: establish goals, expectations (transparency), teams

• RFI/REIQ/RFQ• RFP/RFRP• Published Timeline- TRANSPARENCY• Mandatory meeting(s)/tours/Q&A• Preliminary evaluation• Short list/interviews• Evaluation• Negotiation of Agreement

The RFP Schedule

• Prepare for opposition and delays– Boards– Governmental/regulatory – Public– Media– Unions– Consumer watchdogs – Religious and other special interest groups

Evaluation Process

• Selection of Evaluation Team• Preparing Evaluation Team• Managing Evaluation – Statutory requirements re: meetings?– Check references– Other due diligence

• Documentation of evaluation decisions

Disclosure of RFP Materials

• Statutory requirements and exceptions• RFPs• Proposals• Evaluation documentation

Conclusion

• Long process• Adversarial process• Transparency is Critical