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RFPs and Excess Capacity Leases for EBS Roger Carter, Arizona State University Patrick J. Gossman, Wayne State University Overview What is a RFP? Why conduct a RFP? Why not? Preparing for an RFP The RFP itself Conducting an RFP Process Case Studies NIA 2006 EBS RFPs 2 What is a RFP? Request for Information Request for Quotation Request for Proposals NIA 2006 EBS RFPs 3 Request for Quotation Simple Just money Know exactly what you want Looking for highest bidder But……….. NIA 2006 EBS RFPs 4 Request for Proposals Complex More than just money Flexibility, options Room for creativity Not necessarily highest bidder… NIA 2006 EBS RFPs 5 Why do an RFP? Law, politics, institutional requirement Process is a good thing Competition is a good thing May get things you wouldn’t have thought to ask for Unique education solutions NIA 2006 EBS RFPs 6 Why not do an RFP? No competitors in marketplace It’s work! For you and operators Cost exceeds benefit It takes time and control If you cannot do it well…. NIA 2006 EBS RFPs 7 The better your RFP….. the easier to prepare proposals the better their responses can be the easier to evaluate proposals the easier to negotiate the easier to write a contract NIA 2006 EBS RFPs 8 Preparing for the RFP Know yourself Know potential partners NIA 2006 EBS RFPs 9 Know yourself Who are you? What do you have? What do you want? Constraints? Requirements? NIA 2006 EBS RFPs 10 Who are you? Institution Enrollment Special programs Problems you’d like to solve Key players involved? NIA 2006 EBS RFPs 11 What do you have? Channels Potential uses Coverage Demographics Value to potential suitors Valuations NIA 2006 EBS RFPs 12 What do you want? Not an easy question…. Problems to solve? Protect assets? Equipment? Services? Payment? Upfront? Over time? Stock? NIA 2006 EBS RFPs 13 Constraints? Requirements? Minimum bid? Timeframe for construction/operation/delivery? Technical performance specifications? Requirements or desires? NIA 2006 EBS RFPs 14 Know Potential Partners Who might be interested in you? How to find them… NIA WCA Local trade/business papers Community Wireless Projects Are you interested in them? NIA 2006 EBS RFPs 15 The RFP Itself Borrow when you can! Scope of work Evaluation criteria Boilerplate NIA 2006 EBS RFPs 16 Scope of Work Who you are What you have What you want Constraints and requirements NIA 2006 EBS RFPs 17 Evaluation Criteria What’s absolute? Deal breakers? What’s most important? What’s desirable? Weighting? NIA 2006 EBS RFPs 18 Boilerplate Overall process Bidder requirements Timetable Institutional Requirements Institutional Rights NIA 2006 EBS RFPs 19 Overall Process Single point of contact Questions/Changes Acceptable Behavior NIA 2006 EBS RFPs 20 Bidder Requirements Prebid meeting Format of response Additional materials Delivery of Proposals Location Deadline Complete NIA 2006 EBS RFPs 21 Timetable Intent to bid Prebid meeting Last date for questions Proposal delivery Proposal review Bidder presentations Award(s) NIA 2006 EBS RFPs 22 Institutional Requirements Performance Bond Insurance Financial Statements Non-collusion NIA 2006 EBS RFPs 23 Institutional Rights Flexibility Accept and reject Waive requirements Negotiate NIA 2006 EBS RFPs 24 Conducting an RFP Process Who is involved at your institution? Who will negotiate and sign? What resources to tap outside your department? Institution? NIA 2006 EBS RFPs 25 Who is Involved? No surprises Authority Stakeholders NIA 2006 EBS RFPs 26 Negotiate and Sign? Treasurer Business Officer Distance Ed/Continuing Ed NIA 2006 EBS RFPs 27 Resources to Tap Spectrum Valuations Accounting FCC Legal Counsel Non-Profit Legal Counsel Purchasing NIA 2006 EBS RFPs 28 Summary Know Who You Are Know What You Want Know the Value of What You Have Know What a Bidder May Value Do It Right NIA 2006 EBS RFPs 29 The Final Choice RFP or Not…… Offering What You Want? Able to Deliver It? NIA 2006 EBS RFPs 30 Case Studies and Lessons Learned Arizona State University Community Telecommunications Network and Wayne State University NIA 2006 EBS RFPs 31 Contact Patrick J. Gossman, Ph.D., Director Academic Technologies and Customer Services Wayne State University Detroit, Michigan [email protected] (313) 577-2085 NIA 2006 EBS RFPs 32