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POps advocates for a transparent and competitive selection process for any worker that is entering a contract engagement with B Lab. This article lays out guidelines for managing the selection process. 

Please keep in mind that this article is not exhaustive; the POps team is happy to answer questions and provide support to teams for any information not covered by this article. Please reach out to us with any questions by opening a new ticket - we will add to the FAQs as we receive tickets with additional questions.

The Selection Process

Draft Your Request for Proposals (RFP)

The RFP should clearly define the scope of work (SOW), including:

  • General background information on the context of the engagement
  • The objectives of the engagement
  • A clear and unequivocal definition and detailed description of the deliverables and activities (e.g., survey completed, workshop conducted, data collected, reports written, etc.)
  • The duration of the assignment and the time frame for completion of the deliverables
  • A list/description of expected places of travel, if any is required, including:
    • Any required in-person meetings, training, or events
    • Any required in-person engagements with B Lab staff (e.g. the contract manager)
    • The budget allocation for this travel
  • Detailed provision of monitoring and progress controls, including reporting requirements, with frequency, format, and deadlines
  • The payment milestones and the approval process required to certify outputs prior to authorizing payment
  • An unambiguous description of the selection criteria, including required expertise and qualifications, such as specialized knowledge, language needs, and experience requirements the contractor must fulfill

Interested parties should be invited to respond to the RFP by submitting proposals that detail the timeline and cost for delivering on the SOW.

Review Proposals

The evaluation method will be determined by whether the assignment requires a consultant (intellectual/strategic services) or a contractor (support/administration services).  This provides for a more equitable and inclusive process.

The business unit hiring the contractor will have the option of selecting from the two options below:  

  1. Best Value for Money: This approach is usually used for assignments that are intellectual in nature, which takes into account a combination of the applicants‘ qualifications and the financial proposal. The financial proposal should account for a minimum of 30% of the total evaluation score.
  2. Lowest Evaluated Offer: This approach selects the lowest offer from all offers provided by technically qualified applicants and is usually used for consultants or contractors performing support services.

The budget manager screens all applications. A list of all applicants, indicating those who meet the minimum qualifications and requirements as stated in the RFP, should be prepared. The business unit is expected to short-list a minimum of three applicants from this list.

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