2013 Webinar 3: Conducting an RFP and Choosing a New Vendor

Held: December 12, 2013, 2:00 PM to 3:30 PM Eastern Time

Purchase This Webinar Recording


The Request for Proposal (RFP) process is the first step in forming a partnership that will benefit both you and your chosen vendor. Unfortunately, staff who are new to the process are often uninformed about what is expected of them, and don’t know how to get the most out of it. This webinar will cover the elements that should be included in an RFP to allow vendors to provide a competitive bid and types of questions to ask potential vendors to establish the best partnership according to your needs. We will also discuss when to issue an RFP, what absolutely must and must not be included in your RFP, how to set realistic timeframes, and how to choose the right vendor for your association. We will analyze this from the perspective of RFPs for publishers, online platforms, and manuscript submission and tracking systems.


  1. Determine the elements of an effective RFP for a manuscript tracking and peer review system.
  2. Evaluate the components of the current system and describe the items to be addressed during the RFP process.
  3. Identify critical information to be provided in a publisher RFP.
  4. Compare and evaluate key elements of publisher offers.


Carissa Gilman, Chair, CSE Education Committee


KatheyAlexanderKathey Alexander
Consultant in Professional and Scholarly Publishing

Kathey Alexander established her publishing consulting business in 2001, after spending 20 years in medical publishing. Her background encompasses all aspects of commercial and society publishing and all forms of information delivery. Kathey was formerly Executive Vice President of Professional Medical Publishing at Lippincott Williams & Wilkins, where she was responsible for the medical book line, more than one hundred journals (proprietary and society owned) and controlled circulation newspapers. Kathey provides a broad range of services to professional and scholarly societies and associations, including: Strategic and operational audits to analyze performance of existing publishing programs; exploring new business opportunities; managing the society journal RFP process, from development of RFP through contract negotiation; managing the Editor-in-Chief search process; and serving as liaison between societies and their publishers.

JodyHundleyJody Hundley
Production Manager, Scientific Publishing
American Heart Association

Jody Hundley is Production Manager of Scientific Publishing at the American Heart Association, Dallas, TX. From 1991-1995, she worked as an Editorial Assistant for the Journal of the American Veterinary Medical Association and American Journal of Veterinary Research and Production Coordinator for the Journal of the American Veterinary Medical Association and American Veterinary Medical Association in Schaumburg, IL. From 1995-1997, she served as Managing Editor for Critical Decisions in Emergency Medicine at the American College of Emergency Physicians in Irving, TX. From 1997-2003 she was the Managing Editor of Annals of Emergency Medicine for the American College of Emergency Physicians in Irving, TX. From 2003-2006 she worked as a Managing Editor for Spectrum Healthcare Communications, a division of The Impact Group (New York City) in Bridgewater, NJ. She holds a BA in journalism from Kansas State University.

CaraKaufmanCara Kaufman
Owner, Kaufman Wills Fusting & Company

Cara Kaufman is Managing Partner of Kaufman Wills Fusting & Company, LLC (KWF), a leading management consultancy serving the scholarly publishing community. For more than a decade, KWF has been successfully partnering with clients to identify opportunities, address challenges, and meet the ever-changing needs of customers. Our full range of professional services include strategy and innovation, epublishing, new media, marketing and market research, global rights and licensing, change management and productivity, and employee recruitment. KWF Editorial Services provides managing editor services on a contractual basis. Prior to the formation of KWF, Cara held executive positions at what is now Wolters Kluwer Health among other organizations. Cara earned a BA with Honors in English Literature from Carleton College and an MBA in Marketing and Marketing Research from DePaul University.