1. How to Release a RFP/RFQ AT FIRST 5 LA February 2, 2010

2. 2 Step One: Getting Started Receive Director level approval for RFP/Q and prepare content Request Legal Compliance Review Alert Karen lead regarding posting timeline and target release date A five business day lead time is requested

3. 3 Step Two: What’s Required Review the RFP/Q template page http://www.first5la.org/RFQ_RFP_template »Consult RFQ lead with any customization requests Prepare support documents to accompany RFP/Q: Review Tools Board Approval for Release of Funds First 5 LA Legal Compliance documents must accompany RFP/Q: Signature Authorization Form Agency Involvement in Litigation and/or Contract Compliance Difficulties Sample Contract

4. 4 RFP/Q Template

5. 5 Step Three: Preparing for Release  Prepare copy for:  PLEASE REFER TO EXAMPLES AVAILABLE FROM THE RFP/Q TEMPLATE PAGE  RFP/Q webpage  Funding Center  Call-for-Reviewers

6. 6 Step Four: Online Application Review the Online Application templates: Grantees: https://www.GrantRequest.com/SID_725?SA=SNA &FID=35029 https://www.GrantRequest.com/SID_725?SA=SNA &FID=35029 Contractors: https://www.GrantRequest.com/SID_725?SA=SNA &FID=35032 https://www.GrantRequest.com/SID_725?SA=SNA &FID=35032 Print application and edit Submit edits to Karen lead

7. 7 Grant Application Template

8. 8 Contractor Application Template

9. 9 Step Five: Refine Customize attachments for RFP/Q: Proposal Package Checklist Scope of Work Budget Request Forms Schedule Information Session Request MMR mention

10. 10 Step Six: Deploy Review and approve: RFP/Q webpage Call-for-Reviewers webpage Online application Funding Center Deployment: Daniel will review and text online application Raoul will review and correct budget documents Erika will conduct final Legal Compliance Review Ben will link to Funding Center Save and print: Legal Compliance approval Proof of posting

11. 11 Step Seven: Monitor Request updates to webpage as necessary: Prepare FAQs following the Information Session Share support documents to provide context for applications (i.e. logic model, pathway) Extend deadline, as necessary Request changes or additions to online application form Notify Karen R.F. if applicants have questions

12. 12 Step Eight: Submissions On day of deadline Karen R.F. lead will: Deactivate link to application Download grant applications Link applications to GIFTS Send applications to requesting staff and identifies N drive folders Notifies department AA of the location of files to be upload into ECM

13. 13 Step Nine: Review Process Internal Review Staff evaluates applications for minimal requirements External Review Conducts objective and anonymous review Lead staff to tabulate and average scores Consensus Meeting Internal and external reviewers make funding recommendation Lead staff to prepare Board Memo Notification: Legal Compliance will process contracts Requesting staff to record into ECM –Declination letters –Original review tools