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Chaptcr 4: tvlcthods of Sclcction <br />4.3.2.4 Pre-Bid and Pre-Proposal Conferences <br />DISCUSSION <br />http:/iw~~a~.fta.dot.gov/ftailibraryiadmin~BPl'man~scct 40 htm <br />Pre-bid and pre-proposat conferences are generally used in compieg acquisitions as a means of <br />briefing prospective o~'erors and explaining complicated specifications and requirements to them <br />as eariy as possible after the solicitation has been issued and before offers are received. This is also <br />an open forum for potential respondents to address ambiguities in the solicitation documents that <br />may require clarification. Notice of the conference is included in the solicitation at the time of <br />issuance. <br />Best Practices <br />When utilized properly, a pre-bid or pre-proposal conference is a valuable tool for both the agency and <br />the prospective afferors. There are certain common practices and policies relating to this conference that <br />will aid you in achieving a successful procurement. <br />You will decide with your customer in your solicitation preparation process whether or not you will <br />conduct a pre-proposal or pre-bid conference. It is recommended that you hold one if you believe that <br />your acquisition is so complex or contains peculiar requirements that can only be addressed by holding a <br />conference for the benefit of your prospective offerors. It may be advantageous if you anticipate that the <br />offerors will not be familiar with your procurement process. Determine if a conference is necessary and <br />put the time and location details in yo~-r solicitation. <br />If you hold a conference, it is helpful to include in your solicitation a format for questions submitted in <br />advance of the conference that will be answered at the conference. Expl~in that if you have the questions <br />in advance, better and more timely responses can be made to those questions. You normally do not <br />preclude questions from being raised at the conference itself. <br />Develop an agenda for the conference and arrange to fiave the appropriate staff members at the <br />conference who can respond knowledgeably to questions. In addition to the procurement official, large <br />agencies generally have a technical representative and a representative from the DBE department, if <br />appropriate, at the conference. <br />At the conference, have someone present who can develop a record of what transpired, including a <br />sign-in list of attendees. Normally, this list is made available to attendees as a matter of information. One <br />of the uses of ihis list by potential offerors is determining who else is interested in the project and who <br />might be interested in teaming. <br />At the conference, advise conferees that remarks and explanations at the conference shall not qualify the <br />terms of the solicitation, unless a written amendmenf ~is furnished to everyone. You may actually want to <br />develop a script for this and make it a matter of practice to repeat this at every conference -- it is that <br />important. Your prebid conference or general provisions in your solicitation document may also limit the <br />effect of unwritten statements at the canference or of any other oral or unauthorized changes or <br />qualifications of the solicitation terms. <br />During the conference, in addition to responding to any questions raised by the conferees, explain <br />anything unusual about the special provisions or bidding conditions. Your DBE staff member may explain <br />che DBE program and the goals set for the procurement. Your technical staff member may give an <br />overview of the specifications or scope of work. If you have received questions in advance, you can <br />9 of 45 <br />01 / 10/97 13:0934 <br />