decision-making tools for procurement of goods and services - summer 2014 nclgba conference
TRANSCRIPT
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Are You Sure We Really Need One?
Decision-Making Tools for Procurement of Goods and/or Services:
www.wakegov.com
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Agenda• Why do we need a decision
making tool?• What are some examples of
tools?• What decision-making tools do
you use?
www.wakegov.com
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3www.wakegov.com
Why do we need a decision-making
tool?
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4www.wakegov.com
• Are all elements of the scope of work equal?• If not, how do you determine which
carries the most weight as you review?
• Do all members of the review team agree?
Achieve consensus in prioritization of elements
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5www.wakegov.com
• Make an “apples to apples” comparison among proposals• Adherence to RFP• Relevant experience and knowledge• Past history• Cost• Interview
Compare Proposals
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6www.wakegov.com
• Taxpayers• Local governing body• NC procurement laws• Other vendors submitting proposals• Media• Advocacy Groups
Need to be able to defend decision to:
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7www.wakegov.com
What are some examples?
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8www.wakegov.com
Responsible Scores ability and knowledge of project
elements Responsive Scores responsiveness to RFP elements
Rate Is the proposed rate higher or lower than
the median rate of all proposals
Three R Model
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Three R Model
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Three R Model
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Three R Model
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Three R Model
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13www.wakegov.com
• Pros• Easily understood and requires very
little to no extra work either before or after review process
• Replicable and user-friendly for capital projects, service provision, grants, etc.
• Cons• Relatively generic and unspecific to
individual projects
Three R Model
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Blank slide for charts, graphs, images.
United Way Model
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15www.wakegov.com
• Pros• All reviewers grade according to the
same strategy and definition of an element
• Best for multiple bids and grant proposals
• Cons• Can be time consuming on the front-
end
United Way Model
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Forced Choice Matrix
• Step 1: Criteria Listing
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Blank slide for charts, graphs, images.
Forced Choice Matrix
• Step 2: Individual Ranking of Criteria
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Blank slide for charts, graphs, images.
Forced Choice Matrix
• Step 3: Group Ranking and Weighting
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Blank slide for charts, graphs, images.
Forced Choice Matrix
• Step 3: Group Ranking and Weighting
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Blank slide for charts, graphs, images.
Forced Choice Matrix
• Step 4: Final Weights
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Blank slide for charts, graphs, images.
Forced Choice Matrix
• Step 5: Individual Scoring
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22www.wakegov.com
• Pros• Can prioritize elements of the
proposal and add weights• Best for multiple bids and large
review teams• Cons• Can be confusing for new reviewers• Time consuming
Forced Choice Matrix
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23www.wakegov.com
• What decision-making tools do you use?