Page Limits: Tip #2 for RFP Issuers

If you’re going to use page limits, either to manage your proposal evaluation timeline or to force bidders to think about what really matters, here’s the second tip on how to do them better.

Align your page limits with the content required to answer the questions you ask, by doing a sanity check on the number of elements and the number of pages.

How do you do that? Consider these tactics:  Continue reading

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Filed under RFPs

Term: Lead

In Proposal Land, a lead is a proposal team member assigned to coordinate a task area, as in “Who has the lead on that?”

In the real world, a lead is someone (just short of a supervisor) assigned to coordinate a task area. Most often seen on large projects that require layers of supervision and technically or functionally conversant supervision.

In both cases, this use connotes that the position does the work as well as supervises it.

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Remember me?  I wouldn’t blame you if the answer is, “No.”  Committing the mortal sin of social media – disengaging – I haven’t posted on this site since March 3rd.  Why not?   Continue reading

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Filed under Proposals

Term: Response Instructions

The ignore-at-your-own-risk rules about how the proposal is to be submitted:

  • The document (content, organization, volume and section numbering, number of copies, binder labelling, page limits, and things that affect page definitions [paper size, font type and pitch, margins, line spacing, character spacing])
  • The electronic version (file types, file names, size restrictions, media to be used)
  • The packaging instructions (labelling, separation of financial and technical submissions)
  • The delivery instructions (date, time, location, recipient)

Sometimes include submission mandatories.

Often internally inconsistent. Can sometimes be clarified and even negotiated with the client through the Q&A process. And sometimes not.

In Canadian contracting also called Instructions to Bidders; in American government contracting usually called Instructions for Proposal Preparation (IFPP).

Never under any name to be confused with evaluation criteria, which specify how the document produced in response to these instructions will be marked.

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Term: Instructions to Bidders

The RFP section in which the client tells bidders how to prepare, organize, and submit their proposals (or their submissions in response to any other Request; for example, an RFQ).

See also “response instructions.”

Must be followed.

Or else.

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