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

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

3. 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

4. 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

5. The RFP Schedule Prepare for opposition and delays – Boards – Governmental/regulatory – Public – Media – Unions – Consumer watchdogs – Religious and other special interest groups

6. Evaluation Process Selection of Evaluation Team Preparing Evaluation Team Managing Evaluation – Statutory requirements re: meetings? – Check references – Other due diligence Documentation of evaluation decisions

7. Disclosure of RFP Materials Statutory requirements and exceptions RFPs Proposals Evaluation documentation

8. Conclusion Long process Adversarial process Transparency is Critical