Home

Sample Outline for a Request for Proposal (RFP): Licensure and Certification Examinations

The following is a general checklist of things that might be desirable to place in a request for bid/proposal for comprehensive licensure examination services. Note, in general the more detailed the desired services are described, the happier the relationship between client and vendor..

Statement of Need- Make sure the vendor understand why the proposal is needed.

Background-This shows an understanding of how the client arrived at the point am RFP is needed.

Purpose-Self explanatory.

Contract Period-Self explanatory.

Subcontracting - This is important or you may not get the vendor you think you are getting.

Format of Proposal -Tell the vendor exactly how you want to see it presented.  This will facilitate the review process.

Mandatory Requirements - Most state and federal agencies have this.

Minority Business Participation - Most state and federal agencies have this.

Examination Preparation and Item Development - Have the vendor give exact details and be sure that existing item banks are not being modified.  If you want unique questions then specify that you want new questions not previously used.

Develop and Produce Exams - Have the prospective vendor specify exactly how the test will be assembled.

Annual Inventory of Item Banks - Provide for an annual report/review of the item bank with a listing by question and the revisions that were made, questions by taxonomic levels and subject area. Note: all reports of this type should be designed to facilitate the clients review of item maintenance.

Examination Preparation Security Measures -Ask potential vendors to describe how the exam booklets are assembled and how security is maintained.

Auditing of Examination Booklets - Ask for a description of what point booklet counts are made and how they are verified.

Examination Development - Describe how the exam will be developed listing all phases for linking questions to the practice analysis or curriculum analysis.

Computer Based Testing Options - This would allow the prospective vendor to offer computer based testing options to written exam booklets.

Storage of Exam Booklets - Describe how booklets will be stored.

Shipping of Examination Material - Specify if a secured carrier service or a common carrier is needed.

Item Writing - Ask for a copy of the manual. A reputable vendor or consultant should have a manual.

Item Review - Ask for a copy of the vendors test development manual.

Document Control - Specify how documents appear and how they should be routed.

Accountability - If there are problems who should be contacted.

Storage -Vendors should typically provide a vault for exam storage with an adequate alarm system.

Shipment and Handling - How will tests be delivered (e.g., common carrier or armed delivery).

Destruction - Specify security levels and destruction method for all testing related documents.

Computer Security - Describe how network or computer security is maintained.

You are probably getting the idea of the level of detail that should be provided in the RFP. The following are other items that should be covered.

Unused Examination Materials - 

Examination Administration Sites - 

Onsite Scanning and Scoring Procedures - 

On-Site Scoring - 

On-Site Scoring Software Features - 

Real Time Simultaneous Scanning, Scoring, and Printing - 

Complete Error Trapping and Data Integrity - 

Cumulative Scoring Across Multiple Scan Sheets - 

Special Exception Changes-Exam Day - 

Other Reporting Functions - 

Candidate Roster - 

Re-Print of Score Report - 

Count Sheet - 

No Show Grade Notices - 

Re-Print of All Candidate Score Reports - 

Raw Score Candidate Reports - 

Discrepancy Report - 

Printing of Grade Reports - 

Post Examination Audit - 

Flagging Scan Sheets - 

Isometric Drawing Scoring - 

Grade Reports - 

Pass / Fail Documents - 

Conduct Pre-Exam Reviews

Prepare Examinations According to Requirements

Prepare Examinations According to Blueprints

Develop Independent, Multiple-Choice Items

Reading Level of Items

Reference Materials

Pilot Testing

Passing Score

Item Bank Systems

Information in Item Bank

Item Writing Committee

Item Review Committee

Item Development Workshops / Meetings

Security During Item Development

Security Procedures for Subject Matter Experts and Consultants

Labeling of Examination Booklets

Provide Examination Materials

Examination Informal Review and Hearing Support

Item Bank Performance Report

Translation of Items Into Spanish

Distribution of Pass / Fall Documents

Equipment Failure on Site

Additional Scoring Procedures

Item Analysis

Summary Report

Rosters

Wall Certificate Data File

Key Change Report

Grade File

Grade Report Copies

Regrades

Quality Control Check

Punch Keys

Pilot Testing 

Ownership of Items

Existing Item Bank

Disputes

Review / Approval of Examinations

Candidate Qualifications

Candidate Appeals Process

Contract Monitoring

General Statement

Compliance with Laws and Rules

Proof of Legal Entity

Americans with Disabilities Act (ADA)

Property, Equipment and Supplies

Security

Proposed Schedule of Exam Preparation and Item Development

Record keeping

Continuing Education Credits

Breach of Contract

Consultation

Meetings

Contact Format

Definitions

Final Contract Terms

Immigration and Nationality Act

Termination of Contract

Public Entity Crimes

Discrimination

Contingency Allowances

Deliverables and Method of Payment

Penalty Clauses

Costs Incurred

Inquiries and Questions 

Bidders' Conference

Amendments to This Request for Proposals

Submission of Proposal

Contractual Services Acknowledgment Form

Required Certifications

Conflict of Interest

Drug-Free Workplace

Statement of No Involvement

Problem Escalation Procedures

Vendor Qualifications

Cost Proposal