Formal RFP Selection Critieria
Sept 12, 2024
First Triage by @Procurement Expert role
- Is it work we do? (see services and products list)
- Do we have more than two weeks to put together the proposal?
- Is the work with a WA or OR state or local govts?
If no, do not post
If yes to all: Add card to Identified column in Pipedrive and assign to correct @Portfolio Outcome Steward and tag them in comments
Second Triage by @Portfolio Outcome Steward role
Questions to Consider:
- Do we have connections with the potential client? Do they know Athena, or partners of Athena?
- Is the total budget over 100k? If not, does the opportunity have potential beyond the first engagement? Or if it doesn’t have a budget, does it look like the scope of work is going to get us close?
- Is the budget reasonable for the work they want completed?
- Do we have knowledge of core topic(s) and how to convey?
- Do we have demonstrable success with a) doing the key task(s), 2) working with the target group(s) and 3) compiling and presenting what are expected as the findings/outcomes of the project?
- Was this client referred to us and too good to pass up?
- Do we have a project leadership team that has capacity to lead this work and do the proposal? (check capacity spreadsheet, Skills Inventory).
Based on the answers of these questions:
a) Determine if the card should be moved to Lost and then enter reason for not pursuing, or
b) If we are pursuing the opportunity, identify who the project manager and coordinator is, and enter the names for each role in the Details section of the card, and insert the correct labels from the drop down list for the state, sector, portfolio, and if appropriate the Convenience Contract number. Then reassign the card to @Undefined Role, tag both the @Project Manager and @Undefined Role , and move the card to Create Proposal Folder/Docs in Pipedrive.
@Undefined Role and @Project Manager takes it from there.