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Step Two: Formulate your Goals and Objectives

 

 

Have the committee create a list of objectives. These objectives should be very specific, be certain to include both the quantitative and the qualitative. The committee then consolidates and prioritizes these objectives so they can be presented as part of the RFP. Consider the whole business when thinking of these goals and make sure that all employees are being taken into account.

 

The key to creating a good RFP is asking the right questions

Turning your goals and objectives into questions is probably the most important part of this process.The questions that go into the RFP will become your basis for “scoring” each proposal. This list should be as thorough and as specific as it can be.

The General Questions

 

 

The Fiduciary Questions

 

 

The Investment Questions

 

 

The Service Questions

 

 

The Participant Account Access Questions

 

 

The Cybersecurity Questions

 

 

The Fee Questions

 

 

 

 

 


 

 

 

 

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