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Chapter 4: Methods of Selcction <br />for the bidder to properly respond. <br />http:r~w~v.a~.fta.dot.go~ ~fta-'librarv/admin/BPPman/sect 40.htm <br />§ 9.d(1) of FTA Circular 4220.1D requires that requests for proposals identify alt evaluation factors <br />along with their relative importance.31 <br />DISCUSSION <br />Your solicitation, whether an invitation for bids or a request for proposals, identifies the <br />procurement, the agency and the contact person(s). It contains simple, clear instructions for <br />preparing an offer, often including a checklist of the items in the of~'er. It clearly states the time <br />and manner for submitting the offer, and the length of time for which the offer must remain tirm <br />(not subject to withdrawa(). Many agenCies use a three-part, one page form for simple bids; calted <br />a"solicitation, of~'er, and award form." The form invites bids on a list of items, provides space for <br />prices and the bidder's execution of the offer, and space for the agency acceptance. <br />In more complex procurements where the specification or scope of work is more eatensive, a <br />two-part "Of~'er and Award" form incor~orates the specification by reference but still crystatlizes <br />the essence of the solicitation in one page to be signed and submitted by the offeror, and signed <br />upon award by the contracting officer. The most expeditious procurements often result from the <br />inclusion of a complete contract in the soticitation. When this`is incarporated in the of~'er, no <br />further terms have to be discussed or eaecated when the agency accepts the offer. <br />It is important not to include any unnecessary requirements and keep the soticitation as simple as <br />possible. Large or complex solicitation packages discourage some potentiai offerors. <br />Best Practices <br />Regazdless of the method used, there are certain common elements that will be present in a solicitation <br />issued under either the competitive b'rdding or competitive proposal method of procurement.32 Many <br />transit properties have developed pracurement forms that detaiI what is inctuded as "boilerplate" in the <br />solicitation process and include the common elements of both methods: Other properties have <br />established, as a procedure, a requirement that "boilerplate" common provisions be included in all <br />solicitations that are then prepared as originals for each procurement. Regardless of which method you <br />use (or any variation of them), the common elements include: <br />Common Solicitation Contents ~IFB and RFP~ <br />1. A form which acts as the soticifation document - When signed by tfie bidder or proposer, this acts <br />as the offer which, if accepted by the contracting officer or buyer, results in a binding contract. Although <br />it is typicalty a single page, it is not unusual for the acceptanee document (the contract) to be a separate <br />form. The form typically identifies: <br />• A solicitation number for reference; <br />• Who to contact for questions; <br />• If there will be a pre-bid or pre-proposal conference and where and when it will be held; <br />• The date, time, and place bids or proposals are to be received; <br />• What additional documents are included in the solicitation a~ad what documents will be included in <br />the contract; ` <br />• Space for the price (offer) to be included; <br />• Space where amendments to the solicitation can be acknowledged; <br />16 of 45 <br />01/10/97 13:09:33 <br />