Unofficial Oral Proposal Guide

Down and dirty tips and techniques for speedier source selections with a stronger meeting of the minds

• Learn the step-by-step process and how to customize it to your procurement
• Know when to use oral proposals and how to avoid protests
• Copy real-life examples of evaluation criteria, instructions, and guidance to vendors
• Discover how to apply an “equity lens” to oral presentations and pitch days

Straightforward answers to your questions, even ones you didn’t know you had

• How do I keep a boisterous evaluator quiet during a presentation?
• Who should be in charge of the evaluation?
• What if the vendor is wearing a medical device?
• How should the evaluation team prepare for the presentation?
• What red flags might a vendor’s dislike of oral presentations raise?
• How simple can the evaluation worksheet be and still be effective?
• How do we choose a location for the presentations?
• Why should we get a cost proposal in writing if it’s not required?
• What does a solicitation including oral presentations actually look like?
• What are surefire ways to turn a supposedly faster oral proposal process into a significantly longer lead time?
•  What do we do if a fire alarm goes off half-way through  a presentation?
•  and dozens more questions answered by 25 years of successful personal experience with the oral proposal process!