CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Selecting Vendors and RFP Drafting

  • CPA (CA)
  • CPA (US)
Selecting Vendors and RFP Drafting

1.5 Credits

$15

Subject Area

Business Management and Organization

Webinar Qualifies For

1.5 CPE credit of Business Management & Organization for all CPAs

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Many Procurement Professionals and those involved in a Request for Proposal (RFP) process can use additional guidance in creating a qualified vendor pool and to create and score an RFP. This live CPE course will cover creating a vendor database and creating a qualified vendor pool for an RFP. In addition, this online continuing webinar will cover ways to get better-qualified vendors using an RFI and vendor responsibility review processes.  Samples of RFP terms, technical scoring and cost evaluation will be covered as well. Attendees who complete this CPE webinar for CPAs will leave with tools they can use the next time they are faced with creating a qualified vendor pool for an RFP.

Request for Proposal (RFP) process can use additional guidance in creating a qualified vendor pool and to create and score an RFP. This program will cover creating a vendor database and creating a qualified vendor pool for an RFP. In addition, the live continuing education webinar will cover ways to get better-qualified vendors using an RFI and vendor responsibility review processes.  Samples of RFP terms, technical scoring and cost evaluation will be covered as well.

This online CPE webinar covers following key topics:

How to solicit and select qualified Vendors

  1. How to create a vendor database
  2. How to create a qualified vendor pool
  3. How to cast  a wide net

How to ensure that the vendor stays compliant

  1. Vendor Responsibility Reviews
  2. Compliance Terms
  3. Contract Management

The RFP Process from drafting to awarding

  1. Drafting the RFP & Scoring Matrix
  2. Good Practices based on Examples
  3. Making a Contract Award

Learning Objectives

  • To explain how to create a vendor data base and creating a qualified vendor pool for an RFP.
  • To explain ways to get better qualified vendors using an RFI
  • To discuss vendor responsibility review processes
  • To illustrate through samples of RFP terms, technical scoring and cost evaluation

Who Should Attend?

  • Business Owner
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Nonprofit Professionals