Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

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Are You Sure We Really Need One? Decision-Making Tools for Procurement of Goods and/or Services: 1 www.wakegov.com

Transcript of Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

Page 1: Decision-Making Tools for Procurement of Goods and Services - Summer 2014 NCLGBA Conference

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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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Why do we need a decision-making

tool?

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• 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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• 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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• 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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What are some examples?

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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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• 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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• 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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• 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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• What decision-making tools do you use?