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Develop a Rubric to Capture Key Capabilities

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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

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
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Title: Develop a Rubric to Capture Key Capabilities
Module: Evaluating Proposals
Duration: 2:58

This can all be captured in an evaluation Rubric or scorecard. Using a form to write notes and score different aspects of a proposal will take some of the subjectivity out of the process. Here is an example.

While doing an RFP for a New Talent Management software system provider the following items could be incorporated into a Rubric or score sheet:

Number 1, Functionality. We rated the system on what functions or features were available.

Number 2, Ability to customize internally. Now, customization is tricky. Going back to functionality, we had identified what features we cared about the most and weren’t as concerned with additional functions that could be developed for our organization.

Number 3, Scalability or the ability to grow with the organization. If our organization began going through a series of mergers and acquisitions, would this new software be able to keep up with that growth?

Number 4, Ease of Use. This is pretty straight forward but can be subjective.

Number 5, Customer support, specifically hours and level. Support for a system is essential, especially for new users. If we needed help, we need to know who to contact and when.

Number 6, Price. Cost will always be a part of these metrics.

Number 7, Ability to integrate with existing organizational systems. Your IT team may be especially interested in this metric. The ability to integrate may be key for the flow of workplace operations.

Number 8, Stability of company providing it. Our team also needed to know if the provider was in good financial standing. Who would purchase a product or service from a company in poor financial health?

Number 9, Other or anything you deem to be an appropriate measure.

You could set this up with a scale of one to five or one to ten. Comment sections should be added as well. A separate section could be added for the internal technical folks for additional commentary and evaluation.

In summary, set your rubric up to allow for quick evaluation and commentary on critical aspects of your purchase.


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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