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Simplar Procurement Training Program

Session 1 – Procurement 101
February 17, 2020

Presentation Slides

  • Intro & Simplar Overview
  • Foundations of Procurement Excellence
  • Procurement Ethics
  • Becoming a Client of Choice
  • Solicitations and RFP Best Practices

Resources

  • Sample RFP Roofing Template 5520 (from CPE)
  • RFP Report Card (from CPE)

Session 2A & 2B – Statements of Work
October 28 & 30, 2020

Presentation Slides

  • Procurement Refresher & SOW Workshop
    • ZOOM Recording
  • Statement of Work Details & Current Conditions
    • ZOOM Recording

Resources

  • RFN Assessment
  • SOW Assessment
  • “Releasing the Budget” (white paper)
  • “Warning Signs of IT Project Failure” (white paper)

Session 3A & 3B – RFP Prep, Schedule, & Evaluations
November 10 & 17, 2020

Presentation Slides

  • RFP Prep & Procurement Scheduling
    • ZOOM Recording
  • Source Selection Plans & Proposal Reviews
    • ZOOM Recording

Resources

  • Workshop – Procurement Schedule w/ Timelines
  • “Proposal Submission Requirements” (white paper)

Session 4A & 4B – Vendor Prequalifications & Organizational Change
December 10 & 14, 2020

Presentation Slides

  • Effective Debriefings
  • Vendor Prequalification Program
  • Organizational Change
    • ZOOM Recording

Resources

  • Guide to Effective Debriefings
  • Org. Change Best Practices (white paper)

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