The Government Checklist for Benefits Technology RFPs provides a step-by-step instruction for navigating lengthy and complex public-sector RFP processes. It begins with defining needs and must-haves, researching options, and gathering market intelligence through RFIs. The checklist then advises narrowing contenders, developing and issuing the RFP, and thoroughly evaluating responses. Final steps include trimming finalists if needed, conducting site visits to assess culture and fit, and selecting the partner best aligned for long-term success. By following this structured approach, agencies can overcome political and procedural hurdles to secure the right benefits technology solution.

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