Summary
Agencies and organizations spend an enormous amount of time putting together RFP documents that can scare away agencies, especially small ones. If we want to increase talent for civic projects, we need to commit to crafting more inclusive and effective RFPs and procurement processes. Bellweather Chief Strategy Officer Emily Lessard will share lessons learned from working both within and outside government agencies. Her knowledge spans responding to 143 RFPs and reading countless others. She will share ten lessons for writing more engaging and equitable RFPs, along with a link to download a sample file to get you started.
Key Insights
-
•
Establishing a face-to-face partnership with procurement officers early improves RFP processes and trust.
-
•
Imposing strict page limits on RFPs (max 15 pages) and proposals (max 30 pages) enhances equity and reduces operational burden.
-
•
A clear, scannable first page of the RFP with all key information eases submission and reduces last-minute errors.
-
•
Eliminating requirements for printed, bound copies and USB submissions significantly reduces costs and waste.
-
•
Spec work should be banned in RFPs as it demands unpaid labor and discourages small and mid-sized agencies.
-
•
Using WMBE certification databases helps agencies increase diversity in their vendor pools effectively.
-
•
Procurement portals are often difficult to navigate, so agencies should actively market their RFPs beyond these platforms.
-
•
Long-term contracts and options to renew help avoid delays by reducing frequent procurement cycles.
-
•
Insurance and outdated certifications in RFPs can deter small agencies and should be reconsidered or deferred to contracting stages.
-
•
Proposing fresh, divergent solutions within an RFP can be challenging but is critical for evolving government procurement practices.
Notable Quotes
"Everything you see on screen started with an RFP if you can believe it."
"Page limits will help equity and focus and level the playing field for small and large firms."
"Put the submission deadline big, bold, and bright yellow on the first page so it’s easy to find."
"No printing or shipping. Digital is just fine and much more sustainable."
"No spec work. It’s simply disrespectful to ask small businesses to do unpaid homework."
"Procurement portals can be hard to navigate; act like you’re bidding and go through the user experience yourself."
"WMBE is a certification that requires paperwork but helps bring more diversity to contracting."
"Have patience with changing procurement systems; it’s going to be slower than you want but it’s important work."
"Long-term contracts and retainer arrangements save time by avoiding constant rebidding."
"Ask your procurement officer if some requirements, like insurance, can be moved to contracting to avoid scaring away small firms."
Or choose a question:
More Videos
"Believe people’s lived experiences. Actually listen to what people tell us and believe them."
Adrian HowardSturgeon’s Biases
September 25, 2024
"How can we not forget about women?"
Mansi GuptaWomen-Centric Research: What, Why, How
March 29, 2023
"Tools are helping us evolve the way how we work for sure, but people are the foundation."
Farid SabitovTheme Four Intro
September 9, 2022
"Research is at its base a sales role, which can be an uncomfortable truth for researchers."
Jane DavisStrategic Shifts and Innovations in User Research: Navigating Challenges and Opportunities
March 11, 2025
"The program page has a time zone selector so everyone can attend sessions on their local time without confusion."
Bria AlexanderOpening Remarks
September 9, 2022
"Bottom-up approaches can achieve quick wins, but top-down champions can scale UX more efficiently."
Susan WeinschenkEvaluating the Maturity of UX in Your Organization
January 15, 2020
"Every speaker before me had these pristine backgrounds; I’m a slob and feeling self-conscious about it."
Dan WillisTheme 3: Intro
January 8, 2024
"We need to find the narrative, not just use a narrative; sometimes it’s hidden and must be dug out."
Maish NichaniSparking a Service Excellence Mindset at a Government Agency
December 9, 2021
"Agile was built for speed and recovery but often misses depth, purpose, and vision needed for design."
Dave MaloufClosing Keynote: Amplify. Not Optimize.
October 24, 2019