The RFP Process July 20, 2015 Regina M. Sharrow Faegre Baker Daniels, LLP

Highlights of RFPs 1. Procurement Documents 2.The RFP Schedule 3.The Evaluation Process 4.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