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!
SHRM:
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 shrmcertification.org.
HRCI:
This activity, has been approved for 1.25 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
The use of the HRCI seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.
Title: Complete the Process
Module: Evaluating Proposals
Duration: 1:28
Now that you have completed the process, assemble your selection team and their feedback. Allow time for each individual to share their input. This is
a great time to challenge each member before making your selection.
Having established a rubric, you can use final scores or recommendations to tally results to select the top choice. Occasionally, you will have two vendors that are so close you may want to have another meeting with each. For the majority of your RFPs, you will choose a provider who best meets your criteria. They will be your best solution.
Additionally, sometimes you will have a tie, or one member will feel very strongly that the top choice has an issue that needs clarification before awarding the RFP. Again, having a last meeting with a vendor or vendors seeking additional information is always an option. Often it can be done via email or phone.
Congratulations you have now almost completed your RFP process. You’re so close! In the last section, I’ll discuss notifications and contracts to help you cross the finish line!
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Lessons Not Completed:
- Introduction
- What is an RFP & Common RFPs for HR
- Who is Involved in the RFP Process
- Preparing for an RFP
- Understanding Contract Lengths & Renewal Terms
- Setting the Scope & Requirments
- Achieving Consensus on the RFP Parameters
- Roles & Responsibilities
- RACI
- What is Important & What's Not Important?
- Marketplace Trends & Considerations
- Impact on the Organization
- Key Measurements & Metrics
- Begin at the End
- Participant & Business Scheduling Considerations
- Service Provider Transition Timing
- Purchasing Department Requirements
- Who & How many Vendors to Invite
- Providing Information to the Vendors
- Reference Checks
- Establish Quality & Criticality Factors
- Develop a Rubric to Capture Key Capabilities
- Select an Evaluation Team
- Make a Selection
- Complete the Process
- Notify Winner & all Participants
- Transitioning, Contracts & Miscellaneous
- Conclusion
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...