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Who & How many Vendors to Invite

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RFP Process for HR

  • Format: Self-paced
  • Course Duration: 1 hr 19 mins
  • SHRM Professional Development Credits: 1.25
  • HRCI General Recertification Credits: 1.25
  • Certificate of Completion (after passing quiz)

It’s Friday morning, the end of the work week. Imagine yourself sitting at your computer analyzing employee data. The software keeps crashing and it just doesn’t have the capability you need any longer. You have a big problem. What’s the solution? An RFP (Request for Proposal).

HR departments conduct RFPs regularly across a broad spectrum of HR functions such as benefits, compensation and recruitment with vendors who supply goods and services to support everyday business needs. This course will guide you through the often overwhelming yet rewarding process of implementing an RFP. It’ll show you how to conduct one from start to finish.

As an HR practitioner, you will eventually be involved or possibly manage an RFP process. The overall learning objective is to not only help you understand the process but also enable you to successfully lead it!

HR Jetpack is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program is valid for 1.25 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit

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Title: Who & How many Vendors to Invite
Module: Assemble & Assess Vendors
Duration: 3:28

Now that we have covered the purchasing department requirements, you will be ready to invite providers to participate in the process. In some organizations, broadcast communication and emails may be sent out to mailing lists. In other scenarios, you may solicit providers to participate. And yet, in a third scenario, you may have one of your existing vendors handle the process for you.

This is very common in a variety of benefit program RFPs where your broker may be asked to handle this specific process on your behalf. It could include initial contact with your organization for providing RFP related information. Sometimes, you will even need to provide specific information such as employee data, often referred to as a census of data, for the different providers to do mathematical computations in preparation for the RFP.

For software purchases, a third-party consulting firm may be engaged along with members of your technology department.

So, who do you ultimately invite is always a challenging question. Often the prerequisites of providing information, specific timelines, and service levels will eliminate some vendors from participating upfront. In other scenarios, you may have a laundry list of providers.

Also, you or a team member may be approached by vendors that have had previous experience with your current or former organization. Opting them in or out is certainly a delicate situation.

It’s important to determine how you will evaluate the vendors. You could host live, follow-up meetings or through written responses to help reduce the number of considerations or make a decision without a formal presentation meeting. This is a key factor when getting multiple participant responses.

Now, it is time to decide on how many vendors to include in your final decision-making meetings. One common practice is what is referred to as “the RULE of 7” or limiting your final group to 7 or fewer finalists.

Much like looking for a new house, the more houses you look at, the more confusing or difficult it may be to make a final decision. Limiting your choices to 7 or less, provides a more manageable number to compare and contrast. In many organizations, there is a minimum number that must be evaluated as well. Every business I have worked in set three finalists as the minimum and left open the maximum.

However, as noted during our scheduling discussion you will more than likely have a fixed amount of time to evaluate each proposal. Additionally, you may have multiple initial proposals to go through in a first round to get to a final group.


Instructor: Mark Fogel

Mark S. Fogel, SHRM-SCP, SPHR, GPHR, is an educator working as a Senior Adjunct Professor of distinction at Adelphi University’s Business School. Mark leads HR classes for MBA and Undergrad students in Staffing, Selection, Compensation and Global disciplines. He has also presented over two dozen times at SHRM national, regional, and local conferences on a...

Mark's Full Bio

SHRM Recertification

HR Jetpack® is an official SHRM Education Partner recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

HRCI Recertification

HR Jetpack® is recognized by HRCI as an approved provider to offer credit hours towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification.

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